Registration is required. Seminars are free and are held in the training room at our new offices at 2025 Lititz Pike, Lancaster, PA 17601 (map).
You are welcome to register through this site or by phone: 717.560.3800.
Life insurance can be complex today. There are many different types of policies that offer benefits policy holders don’t understand.
Part of the financial planning process involves analyzing your insurance policies to see if they still make sense as well as how to get the most from your policy.
Perhaps you are retiring and have the option to convert your company insurance to private insurance. What choices do you have if your premiums rise?
Can you reduce your premiums and still maintain the policy? Should I be worried about my insurance company rating?
Robert Gallmann from LIA Services will present this informative seminar and uncover some of the many mysteries of life insurance.
What are our adviser’s views on the current financial markets? How often do advisers check the stock market throughout the day? Come join us at Rodgers & Associates for our first “Ask-an-Adviser” night. We will have a few of our advisers available to answer your questions that may not get asked at review meetings. Come enjoy our unscripted interactive session where you lead the discussion. You can email us ahead of time if there are topics you want to be sure we cover.
Did you know the premiums women pay may be going up? How much coverage do you need? Should you self-insure? This seminar will explore new gender-based pricing; the latest happenings at Continuing Care Retirement Communities; hybrid life/long-term care insurance policies and compare traditional reimbursement vs. cash policies. Guest presenter - Adam Krassen, Long Term Care Advisors.
With interest rates at extremely low levels, it is better to be a borrower than a lender. In this seminar, we will discuss the various ways you can take advantage of this opportunity to improve your financial situation. Many people are wondering if this is the right time to refinance their existing home mortgage. Is it better to lock in a fixed rate or to take your chances with a variable rate? What is the best way to finance a downsizing move to avoid the tax consequences and missed opportunities of withdrawing funds from your retirement savings? What is a reverse mortgage and is it appropriate for me? We’ll cover the questions we most often hear from our clients and are most important to you.
What is the outlook for the financial markets and the events driving them this year? Rick will discuss the current market trends and what opportunities they present for investors. What impact will tax reform negotiations have on the financial markets? Will inflation fears cause the Federal Reserve to begin raising interest rates? Join us for a look at what the future may hold for the financial markets during the rest of 2013.
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.
Have you ever wondered where to put your napkin when you leave the table or which glass to reach for at a big event? Sheryl Trower, from The Etiquette School of Central Pennsylvania, will enlighten us on the dos and don’ts of table and social etiquette. This interesting seminar will sharpen your skills and put you at ease with the often misunderstood protocol of manners in today’s world.
Back to Top
Comments are closed.
Disclosures | Client Login
2025 Lititz Pike, Lancaster, PA 17601 | Phone: 717-560-3800, Toll-Free: 888-876-3437