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Seminars
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 in order 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.
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