Broker Check
Eric J. Bergenn, Financial Planner

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

June 18, 2020

5:15p - 6:15p

Zoom Webniar

Monthly Money Matters: Managing Student Debt

Eric will discuss best practices for paying off debt, and how to manage student loans so you can begin to get ahead.

Past Events

May 21, 2020

5:15p - 6:15p

Zoom Webinar

Monthly Money Matters: Envision a Successful Retirement

This is best suited for those nearing retirement. We'll discuss what it takes to have a successful retirement, managing the transition, your time, and your money.

May 14, 2020

10:00a - 10:30a

Webinar - Zoom

April 16, 2020

5:15p - 6:15p

Zoom Webinar

Monthly Money Matters: Asset Allocation

Eric will cover how to properly allocate a portfolio based on risk tolerance. He will cover diversification, risk, volatility, tax implications, and more.

April 9, 2020

6:30p - 7:30p

Zoom Meeting

Market Update and Q & A with Beckett Law

I'll be providing a market update, including what to expect for a market recovery, and what to do, if anything, during these times. 

April 2, 2020

6:30p - 7:30p

Zoom Meeting. URL in description.

Financial Wellness Webinar

We know times are strange and markets are volatile while we all deal with this COVID-19 pandemic. In times like this, we feel it's wise to go back to the basics. We will cover an overview of what "financial wellness" is, and how to manage your budget, investments, insurance, and more. We'll follow up with a Q&A to answer any questions you may have.

April 2, 2020

4:00p - 5:00p

Zoom. Join URL in description.

Financial Wellness Webinar

We know times are strange and markets are volatile while we all deal with this COVID-19 pandemic. In times like this, we feel it's wise to go back to the basics. We will cover an overview of what "financial wellness" is, and how to manage your budget, investments, insurance, and more. We'll follow up with a Q&A to answer any questions you may have.

March 19, 2020

5:15p - 6:15p

Zoom Meeting

Monthly Money Matters: Personal Risk Profile

Eric will review how to determine your personal risk profile, and what that means for the types of investments that should be selected.

February 20, 2020

5:15p - 6:15p

New England Financial Group

January 16, 2020

5:15p - 6:15p

New England Financial Group

Event Registration