Do you know someone planning their retirement and could use a second opinion? Are your friends or family members unsatisfied with their current financial adviser? Would you like to make an introduction to Rodgers & Associates? This meeting is an excellent opportunity for your guests to meet Rodgers & Associates and learn how we can help them prepare for and navigate their retirement journey. We will provide a brief, high-level overview of our services, reserving most of the time for answering questions. Your guest(s) are then free to contact us afterward if they would like to pursue developing a customized financial plan and recommendations.
Seminars