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Seminars
Do you know someone planning their retirement and would appreciate a second opinion? Perhaps a friend or family member who has questions about their financial picture or feels unsure about their current adviser. This lunch is a relaxed opportunity for your guest(s) to meet the Rodgers & Associates team and learn more about how we support individuals and families as they navigate retirement decisions. We’ll share a brief, high-level overview of our approach and services, leaving plenty of time for conversation and questions. After the event, we will follow up directly with your guest to thank them for attending, answer any additional questions, and offer next steps if they would like to continue the conversation about their planning needs.
Registration is closed.