Broker Check

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)

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.

October 21, 2026

5:30p - 6:00p

Bergenn Financial Group

October RTX Office Hours (Evening In Person)

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.

October 21, 2026

5:30p - 6:00p

This is a Zoom video conference

October RTX Office Hours (Evening Zoom)

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.

November 18, 2026

12:00p - 12:30p

This is a zoom video conference

November RTX Office Hours (lunch zoom)

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.

November 18, 2026

5:30p - 6:00p

Bergenn Financial Group

November RTX Office Hours (Evening In Person)

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.

November 18, 2026

5:30p - 6:00p

This is a Zoom video conference

November RTX Office Hours (Evening Zoom)

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.

December 16, 2026

12:00p - 12:30p

This is a zoom video conference

December RTX Office Hours (lunch zoom)

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.

December 16, 2026

5:30p - 6:00p

This is a Zoom video conference

December RTX Office Hours (Evening Zoom)

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.

December 16, 2026

5:30p - 6:00p

Bergenn Financial Group

December RTX Office Hours (Evening In Person)

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

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.

Event Registration

Will you be able to attend this event?