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The Regency Investment Group invites you to a presentation at our meeting on Tuesday April 7, 4;00-5:30PM in the Multipurpose Room.

If you’re retired — or getting close — you’ve probably had that moment where you stop and wonder:

“Am I actually going to have enough to last the rest of my life?

You’re not alone. With everything going on right now — rising costs, market swings, and another presidential election on the way — it’s completely normal to feel uneasy about your financial future. But what’s not normal is ignoring it and hoping things work out.

That’s why I’m hosting a fast-moving, 45–60 minute session specifically for retirees ages 55–85. My goal is simple: give you the clarity and confidence you deserve, and show you exactly how proper planning can help you avoid running out of money.

Here’s what we’ll walk through together:

Why having an actual financial plan matters more than ever — and how our Edward Jones planning service can help you stay on track.
The key differences between the accumulation years of your life and the distribution years — and why mixing those strategies up can be dangerous.
What history really shows about how markets behave during midterms, election years, and the presidential cycle (the data may surprise you).

You’ll also get:

Practical handouts you can use at home
A live Q&A to ask whatever’s on your mind
And if you want it, a personalized retirement planning appointment so we can run your actual numbers and see where you stand

Here’s the truth: most retirees don’t discover gaps in their plan until after they’ve already started drawing down their savings — and by then, the options are limited. This session is designed to help you avoid that.

You spent a lifetime building what you have. Now it’s time to protect it with a plan that supports you through every market and every election cycle.

I hope you’ll join us — I think you’ll find it well worth your time.