Building Legacies that Last
Dayspring Christian Academy presents Building Legacies that Last, a financial seminar with Rick Rodgers, co-founder and president of Rodgers & Associates.
Building Legacies that Last is a public presentation that is designed to prepare individuals for a successful transfer of wealth and responsibility.
Current research reveals that we are about to go through the largest generational wealth transfer in history. Unfortunately, the wealth doesn’t always come with wisdom on how to pass on the values of the person who generated it. This presentation defines key drivers used by wealthy families to pass their values and assets onto the next generation.
Rodgers is a personal wealth adviser and co-founder of Rodgers & Associates, a company that strives to assist high-net-worth investors who are retired or expecting to retire within five years. Rodgers’ vision in starting this company was to help families plan for a comfortable retirement through the creation and protection of their wealth. He works to provide integrated financial, tax, and investment strategies, retirement planning, executive compensation, estate, and charitable planning. Rodgers also authored a book, Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom, where he offers expert advice on navigating complex tax issues.
Contact: Lisa Becker
Phone: (717) 285-2000
120 College Ave.
Mountville , Pennsylvania 17554