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
October 15, 2026
4:00p - 6:00p
Savoy Pizzeria & Craft Bar
Client & Community Happy Hour with BFG
Happy hour mixer at Savoy Pizzeria & Craft Bar — share a drink and a snack on us, October 15th from 4-6 PM.
October 21, 2026
12:00p - 12:30p
This is a zoom video conference
October RTX Office Hours (lunch zoom)
October 21, 2026
5:30p - 6:00p
Bergenn Financial Group
October RTX Office Hours (Evening In Person)
October 21, 2026
5:30p - 6:00p
This is a Zoom video conference
October RTX Office Hours (Evening Zoom)
November 18, 2026
12:00p - 12:30p
This is a zoom video conference
November RTX Office Hours (lunch zoom)
November 18, 2026
5:30p - 6:00p
Bergenn Financial Group
November RTX Office Hours (Evening In Person)
November 18, 2026
5:30p - 6:00p
This is a Zoom video conference
November RTX Office Hours (Evening Zoom)
December 16, 2026
12:00p - 12:30p
This is a zoom video conference
December RTX Office Hours (lunch zoom)
December 16, 2026
5:30p - 6:00p
This is a Zoom video conference
December RTX Office Hours (Evening Zoom)
December 16, 2026
5:30p - 6:00p
Bergenn Financial Group
December RTX Office Hours (Evening In Person)
Past Events
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
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.