Upcoming Presentations:

REGENCY U! provides monthly financial workshops on various topics, at no cost to the public.  We believe an educated consumer makes wise choices.

December 18th:  Secure Investments and Annuities.  What are they, how do they work, what features should you insist on having in an annuity or other investment and are annuities the right investment for you.

REGENCY U!  No Sales - No Cost - No Joke!

What people are saying about Regency U!  

 -- Great information!   I'll be back for more.
 -- I learned more than ever about reviewing my retirement roadmap!
 -- I wasn't embarrassed to ask a question.
 -- The handouts were well done and very useable.
 

What people are saying about the CPA Prohibited Transactions luncheon, November 13th, 2007

 -- This was WELL worth my time.
 -- I am overwhelmed with the information.
 -- I'm not going to be able to sleep tonight!
 -- I have to talk to some of my clients about this.