Join us at Rodgers & Associates for a special seminar celebrating nearly 30 years of helping families retire with confidence. Founded in 1996 by Rick and Jessica Rodgers to put planning and tax strategy ahead of product sales, the firm has grown from a two-person vision into a dedicated team serving high-net-worth retirees nationwide. From our early days building financial plans on spreadsheets, Rodgers & Associates has focused on one thing: guiding clients to financial independence in retirement. In this session, guests will hear the story behind the firm’s founding, key milestones, and the core retirement planning principles that have stood the test of time. Attendees will leave with both a deeper connection to the team serving them and practical ideas to strengthen their own retirement strategy.
Seminars