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.


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,...

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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...

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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...

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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?...

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