Financial Education Seminars - Rodgers & Associates

We present educa­tional seminars as a compli­mentary service to our current and prospective clients and their guests. We welcome you to join us.

Regis­tration is required.

We are now offering most seminars with limited in person seating and virtually via Zoom. As you register please carefully select the atten­dance type you desire.

Here is what you need to do to partic­ipate via Zoom:

  1. Register using this page or by calling us at 717–560‑3800 – Regis­tration is required.
  2. On the day prior to the seminar look for an email from us with the Zoom meeting link and if applicable, a link to download a PDF of the presentation.
  3. At the scheduled meeting time click the Zoom link from the email and follow the on-screen instructions.

Please note, you do not need a camera or micro­phone to attend.


AGILE “G” Phase

at
The Manor

How far away from retiring are you? One year, three years, five years? No matter how close you are to retirement, you must be ready. Let us walk you through...

Info and Registration →

Should I Put My Home in a Trust?

at
The Manor

Discover practical answers to this common question through learning about all the benefits and challenges of funding a trust with your home. Whether planning for the future, caring for loved ones,...

Info and Registration →

AGILE “I” Phase of Retirement

at
The Manor

The “I” phase of an A·G·I·L·E retirement is a crucial time to fine-tune your transition into financial indepen­dence. Some of your decisions could be irrev­o­cable, lifelong choices. With  proper financial and emotional...

Info and Registration →

Pulse of the Market

at
The Manor

The first half of 2025 has passed. With tariffs, inflation, and uncer­tainty crowding the headlines, what must you focus on to get the most out of your portfolio? What are...

Info and Registration →

Medicare Open Enrollment

at
The Manor

Do you need help sorting out the many choices regarding Medicare? In this seminar, we will go beyond the basics including: What are the key differ­ences between Medicare Supplement plans?...

Info and Registration →