Events
Check out our upcoming and recent events. We try to mix informative educational events with fun client appreciation events. If there is a topic you'd like to learn more about, let us know, and we'll include it on our list of educational events!
Upcoming Events
August 19, 2026
12:00p - 1:00p
This is a zoom video conference
August RTX Office Hours (lunch zoom)
Join at the time of the event on Zoom using the following link: https://zoom.us/j/98251076525
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.
August 19, 2026
5:30p - 6:30p
Bergenn Financial Group
August RTX Office Hours
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.
September 16, 2026
12:00p - 1:00p
This is a zoom video conference
September RTX Office Hours (lunch zoom)
Join at the time of the event on Zoom using the following link: https://zoom.us/j/98251076525
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.
September 16, 2026
5:30p - 6:30p
Bergenn Financial Group
September RTX Office Hours
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.
Past Events
July 15, 2026
5:30p - 6:30p
Bergenn Financial Group
RTX Office Hours
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.
July 15, 2026
12:00p - 1:00p
This is a zoom video conference
RTX Office Hours (lunch zoom)
Join at the time of the event on Zoom using the following link: https://zoom.us/j/98251076525
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.
March 24, 2026
5:30p - 7:30p
Savoy Pizzeria & Craft Bar
December 10, 2025
5:00p - 8:00p
Camp Courant
Celebrate the Season with BFG!
Bergenn Financial Group invites you to our Holiday Celebration on Wednesday, December 10th from 5:00–8:00 PM at Camp Courant (96 Batterson Park Rd, Farmington, CT). Enjoy an evening of holiday cheer, light bites, festive beverages, and great company as we celebrate another wonderful year together. Bring your partner, spouse or children, all our welcome as we celebrate another milestone!
June 5, 2025
6:00p - 6:30p
This is a Zoom Webinar
April 24, 2025
6:00p - 6:30p
Zoom Webinar
Estate Planning Webinar
Creating and Preserving your Legacy
February 20, 2025
5:30p - 6:15p
Zoom Webinar
Retirement Webinar
Top 5 Ways to Maximize your 401(k) and Retirement Income
December 19, 2024
12:00p - 12:30p
This is virtual webinar on Microsoft Teams Webinar
Tax Loss Harvesting Workshop
Tax loss harvesting, executed correctly, can help us reduce the total amount of taxes on a portfolio without significantly changing risk or performance. Learn more by attending our December 19 workshop.
December 10, 2024
6:00p - 8:00p
Noah Webster House & West Hartford Historical Society
Client Appreciation: Holiday Party!
Join us on Tuesday, December 10th, from 6:00 to 8:00, for festive treats, refreshing beverages, and warm company in the charming atmosphere of the historic Noah Webster House located at 227 S Main St, West Hartford, CT 06107. Come celebrate the holidays with Bergenn Financial Group! Register here: https://www.bergenn.com/events/client-appreciation-holiday-party