Maximizing tax strategies for your retirement

ON-DEMAND WEBINAR

This financial education webinar will help you take steps now so you will be better prepared for retirement. Valuable  information is shared with tips for both near-retirees as well as younger savers, helping you to maximize tax strategies as you plan for your retirement. Join us as we discuss:

• Planning your retirement income
• Advantages of tax diversification
• Pre-retirement tax strategies

This webinar is hosted by Elvia Sanchez, CPFA, Principal at Retirement Solution Group, featuring special guests from Rise Private Wealth Management.

Elvia Sanchez is a Certified Plan Fiduciary Advisor at Retirement Solution Group (RSG) who understands that financial wellness is a key factor in running a healthy qualified plan. Elvia engages and motivates employees into making retirement savings an essential part of their overall financial planning picture.

Sonia Hicks is a Private Wealth Advisor partner of RSG from Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial. As a Certified Financial Planner, she bring her years of experience focused on personalized financial advice, investments, and insurance as part of the client services she offers.

Shanna Deshaies is a Financial Advisor from Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial, who specializes in tax and retirement planning strategies for individuals.

This webinar is the first of four RSG 2024 financial wellness webinars in collaboration with our partners Rise Private Wealth Management. Retirement plans are complex, and the rules are constantly changing, requiring someone with deep knowledge. That’s why RSG specializes in retirement planning, balancing plan design and operational best practices, while providing education and meeting compliance requirements.  We rely on our partners, like Rise, to take that a step further, offering financial planning advice that puts you in charge of your total financial picture.