Strategic Wealth Management: Unlocking Financial Success through Effective Asset Allocation

ON-DEMAND:

RSG partners with Rise Private Wealth Management to bring you this financial education webinar. Focusing on personal finances, the goal is to align your investment assets with your needs and goals. Join us to learn more about:

1. Diversification: The importance of spreading investments across different asset classes (stocks, bonds, real estate, etc.) to reduce risk and optimize returns.
2. Risk Management: Best practices to balance risk tolerance and investment goals, including asset allocation models tailored to individual client profiles.
3. Portfolio Optimization: The process of continuously monitoring and adjusting asset allocations to adapt to changing market conditions and client needs for long-term financial success.

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 second 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.