Call Us Call Us

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.

*Thank you for submitting your reservation request!  We are excited to meet you.  To confirm your reservation, our office will be reaching out to you via email and/or phone to the number and email you provide.*


Upcoming Workshops


February




Social Security and Healthcare Workshop
Wednesday, Feb. 21th at 12:00 p.m
Morgan Hill

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Feb. 21st at 6:30 p.m 
La Foret, Bertram Road 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Feb. 26th at 6:30 p.m 
Alexander's Steakhouse, Cupertino

Social Security and Healthcare Workshop
Tuesday, Feb. 27th at 12:00 p.m
Campbell

Social Security and Healthcare Workshop
Wednesday, Feb. 28th at 12:00 p.m
Campbell

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Feb. 28th at 6:30 p.m 
La Foret, Bertram Road 

March




7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Mar. 5th at 6:30 p.m 
Forbes Grill, Morgan Hill

Social Security and Healthcare Workshop
Tuesday, Mar. 6th at 12:00 p.m
Campbell

Social Security and Healthcare Workshop
Wednesday, Mar. 7th at 12:00 p.m
Campbell

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

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Mar. 12th at 6:30 p.m 
Cordevalle, San Martin 

Social Security and Healthcare Workshop
Tuesday, Mar. 13th at 12:00 p.m
Campbell

Social Security and Healthcare Workshop
Wednesday, Mar. 14th at 12:00 p.m
Campbell

7 Strategies for Your IRA/401(k) - Dinner Seminar
Wednesday, Mar. 14th  at 6:30 p.m 
La Foret, Bertram Road 

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Mar. 19th at 6:30 p.m 
Forbes Grill, Morgan Hill

Social Security and Healthcare Workshop
Wednesday, Mar. 20th at 12:00 p.m
Morgan Hill

Social Security and Healthcare Workshop
Wednesday, Mar. 21st at 12:00 p.m
Morgan Hill

7 Strategies for Your IRA/401(k) - Dinner Seminar
Monday, Mar. 26th at 6:30 p.m 
Alexander's Steakhouse, Cupertino


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

Online Registration
or Call (877) 457-4567
RSVP 24/7

Fill out my online form.
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.