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Do you know someone who is planning their retirement and could use a second opinion? Is a friend or family member dissatisfied with their current financial adviser? Would you like to make an introduction to Rodgers & Associates? We would be happy to discuss our services in a casual setting with them and you over lunch. This is a great opportunity for your guest(s) to meet us and learn how Rodgers & Associates may be able to help them navigate their retirement journey. We will provide a brief overview of our services to reserve most of the time for answering questions. Your guest(s) are then free to contact us afterwards if they would like to pursue developing a customized financial plan and recommendations.
Registration is closed.