Retirement Planning and Trans-Generation Wealth Transfer

by on November 15, 2013

Rogers & Associates LogoSydney Rogers, Jr. has over twenty years of financial service expertise. He is a Certified Estate Planning Specialist who dedicates himself in the areas of retirement and Estate Planning for both individuals and families. He, along with his wife Diane, are the owners of Rogers & Associates in Old Lyme, Connecticut.

Today he will be discussing…
  • Retirement Planning & Lifestyle Adjustment
  • Safeguarding Your Principal After Retirement
  • Creating a Will the Provides for Trans-generation Wealth Transfer

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