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It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

At Regent Wealth Management, we hold informational workshops and insurance sales presentations for our clients and the greater community that feature information on various topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop and insurance sales presentation.

By attending a workshop or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Upcoming Workshops

December

 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Dec. 11th at 6:30 p.m 
Alexander's Steakhouse, Cupertino

Social Security and Healthcare Workshop
Tuesday, Dec. 12th at 12:00 p.m 
Morgan Hill

Social Security and Healthcare Workshop
Wednesday, Dec. 13th at 12:00 p.m
Morgan Hill

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Dec. 18th at 6:30 p.m
Alexander's Steakhouse, Cupertino 

Social Security and Healthcare Workshop
Tuesday, Dec. 19th at 12:00 p.m
Campbell

Social Security and Healthcare Workshop
Wednesday, Dec. 20th at 12:00 p.m
Campbell
 

January

 

Social Security and Healthcare Workshop
Wednesday, Jan. 3rd at 12:00 p.m 
Morgan Hill

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Jan. 3rd at 6:30 p.m 
CordeValle, San Martin

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Jan. 8th at 6:30 p.m 
Alexander's Steakhouse, Cupertino

Social Security and Healthcare Workshop
Tuesday, Jan. 9th at 12:00 p.m
Campbell

Social Security and Healthcare Workshop
Wednesday, Jan. 10th at 12:00 p.m
Campbell

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Jan. 10th at 6:30 p.m 
La Foret, Bertram Road 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Jan. 15th at 6:30 p.m 
Alexander's Steakhouse, Cupertino

Social Security and Healthcare Workshop
Wednesday, Jan. 17th at 12:00 p.m
Campbell

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Jan. 17th at 6:30 p.m 
La Foret, Bertram Road 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Tuesday, Jan. 23rd at 6:30 p.m 
La Foret, Bertram Road 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Jan. 29th at 6:30 p.m 
Alexander's Steakhouse, Cupertino

Social Security and Healthcare Workshop
Tuesday, Jan. 30th at 12:00 p.m
Morgan Hill 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Jan. 31st at 6:30 p.m 
La Foret, Bertram Road 


To schedule a time to discuss your retirement future, contact us at 877-457-4567.

By contacting us you may be offered insurance and/or investment products for sale.

Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

Workshop Registration

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We Help Bay Area Families Navigate the Path to Financial Independence for Current & Future Generations.

Jared M. Elson and Donald B. Bergis are Investment Advisor Representatives. Investment Advisory Services offered through Regent Wealth Advisory, LLC a Registered Investment Advisor. Insurance Products offered through Regent Financial & Insurance Services, LLC.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.