Financial Planning Seminars

Registration is required. Seminars are free and are held in the training room at our offices at 647 East Roseville Road, Lancaster, PA 17601 (map).

You are welcome to register through this site or by phone: 717.560.3800.

Will Your Tax Return Be Audited

February 28, 2012 11:00 AM

It is no secret that one of the biggest fears people have is receiving an audit notice from the IRS. The IRS does nothing to alleviate this fear. They reason that the more fearful you are, the less likely you will be to cheat on your taxes. By avoiding high-risk areas and meticulously checking all the information on your tax return, yours fears can be reduced, but not eliminated. This seminar will cover the high-risk areas and help you stay off the IRS’ radar screen.

Choosing a Retirement Community - What You Should Know

March 15, 2012 01:00 PM

Lancaster County is blessed with a multitude of retirement living opportunities, but which one is right for your golden years? How much money will you need? Will nursing care be provided when needed? What amenities are available? These are just some of the questions that will be covered. Jessica Pavelko, President and Geriatric Consultant of Pavelko Consulting Services, will present this informative and relevant seminar.
This seminar is full. Please contact our office for additional information.

Getting the Most From Your Relationship with Rodgers & Associates

March 28, 2012 07:00 PM

This seminar is designed for existing clients who want to learn more about us, new clients who want a personal tutorial and prospective clients who want to get a feel for what sets us apart from the rest of the industry. Rodgers & Associates 101 will be a presentation of tidbits of information - all about us and what makes us tick! Jessy Rodgers will present a general overview with information about our corporate entity, our people and what they do, the regulatory requirements we must meet and our commitment to community involvement. Rick Rodgers will close the seminar with information on our firm’s core investment philosophy and how it works for you.

Understanding Your Cell Phone Plan

April 10, 2012 01:00 PM

It seems today you have more options to choose from on your cell phone plan than options on a car. Come listen to us discuss the various differences between smartphones, feature phones, and cellphone carriers. We will help you decide the best choice of plans and carriers for you and help you understand what your options are. We will discuss the three options in the smart phone arena…Android, Apple, and Windows and talk about the future of the industry. If you are in the market for a new phone or interested in changing your plan, you don’t want to miss this seminar.

Buying A Car – New, Used or Lease?

April 26, 2012 11:00 AM

Buying a car is a big decision. It marks one of the largest assets you may purchase in your retirement. This seminar explores how to make a sound financial decision. Understanding how to evaluate a car purchase will be discussed along with tips on how to save money in the price negotiation process. This seminar is designed for individuals who want to gain a better understanding of the options available in today’s changing automobile market.

How To Read Your Statements: TD Ameritrade

May 8, 2012 01:00 PM

Our Operations Manager, Sandy Skrodinsky, will take you through a typical monthly account statement, explaining the purpose of each section. She will address the most frequently asked questions and concerns we hear from clients. Please bring along your own statement to the session if you have specific questions.

How To Read Your Statements: Fidelity

May 8, 2012 02:00 PM

Our Operations Manager, Sandy Skrodinsky, will take you through a typical monthly account statement, explaining the purpose of each section. She will address the most frequently asked questions and concerns we hear from clients. Please bring along your own statement to the session if you have specific questions.














,







Back to Top


 

Comments are closed.