Financial Planning Seminars

When it comes to money and investing, we're not always as rational as we think we are - which is why there's a whole field of study that explains our sometimes-strange behavior. Where do you, as an investor, fit in? Insight into the theory and findings of behavioral finance may help you answer this question. This seminar will cover some of these behavioral traits and help you avoid some of the common investing mistakes.

PLEASE NOTE THE CHANGE OF DATE FOR THIS SEMINAR FROM 9/9 TO 9/16 AT 1:00 pm

No matter what your net worth, it’s important to have the basic estate plan in place. This seminar will cover the essential elements – a Will, Power-of-Attorney, and Living Will (Advanced Healthcare Directive). A discussion of trusts will also be discussed and the circumstances that might warrant the use of a trust. The seminar will also look at the cost of probate and what steps can be taken to minimize or eliminate probate costs. We will conclude with steps you can take to make sure your estate is settled smoothly and according to your wishes.

This seminar will be conducted jointly with Simon Lever & Co CPAs. It will be held at the Lancaster Country Club, 1466 New Holland Pike, Lancaster, PA in the ballroom.

What will you do in a disaster – in a situation where you can’t get in touch with family members immediately, where communications systems are down, the electricity is out and access to fuel and money is limited or impossible? Are you prepared? Disasters like 9/11 and Katrina are rare but they do remind us that having an emergency plan in place is a prudent step for all families to take. This session will cover the basic elements of a disaster plan: Communication, food and water, cash.

Do you know someone who is not happy with their financial advisor? Someone who has just moved into the area or is getting ready to retire? Do you think they might benefit from our services? Here’s your chance to help these people by treating them to lunch on Rodgers & Associates. This session is designed to provide an opportunity for your guest to meet us and learn what makes us different from financial salespeople. We will have a few prepared remarks but most of the time will be left for answering questions. Your guest can contact us afterwards if they want to pursue the relationship further.
Location – Lancaster Country Club. Seating is limited to 10 people.

Find out how to maximize your computer skills to gain on-line access to your investment accounts. There is a wealth of information at your fingertips you just need to know where to look. This will be hands on seminar designed to instruct you how to view daily valuations, transaction history, cash balances, tax information and much more. We will also discuss security issues and how to protect your account access.

APPRISE is the State Health Insurance assistance Program for all Medicare beneficiaries and Pennsylvanians age 60 and over. APPRISE was created to help you understand your Medicare and other health insurance benefits and assist you in making sound decisions about what is best for you. During this session, an APPRISE counselor will answer your questions about Medicare, Medicaid, Medigap and other government programs. They will also explain how you can access APPRISE to take full advantage of this valuable resource.