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Virtual Event

Affordability & Retirement Success: Daily Habits That Move the Needle

April 23 @ 10:00 am - 11:00 am
Virtual Event

We are pleased to offer an upcoming financial wellness webinar available to all employees as part of your retirement plan benefits.

Affordability & Retirement Success: Daily Habits That Move the Needle

Most retirement success doesn’t come from one big financial decision — it comes from small, consistent habits repeated over time. This practical and engaging session focuses on the everyday behaviors that can meaningfully improve long-term financial outcomes.

In this session, employees will learn:

  • The daily financial habits that most influence retirement success
  • How automation and consistent saving can simplify investing
  • Ways to spend with awareness while avoiding lifestyle creep
  • How to stay invested and avoid common financial mistakes
  • Simple systems that make saving easier at every stage of life

The webinar also highlights how employees can make the most of their retirement plan through automatic contributions, contribution increases, and regular account check-ins.

Designed specifically for working professionals, this session delivers clear, realistic strategies employees can apply immediately — regardless of income level or financial experience.

Date: Thursday, April 23  |  Live online webinar  |  Recording available afterward
Length: Approximately 45 minutes (including Q&A, time permitting)

We encourage all employees to attend and take advantage of this valuable financial wellness benefit provided by your retirement plan specialist.

Speaker:

Christie Cheng, a skilled financial professional at Retirement Solution Group, specializes in employee education, delivering dynamic workshops and personalized guidance on retirement planning topics like 401(k) rollovers, Social Security optimization, and tax-efficient strategies. Her client-focused expertise empowers employees and pre-retirees to confidently craft personalized paths to long-term financial security.

 

 

 

Moderator:

Kevin Delaney leverages his extensive expertise to provide tailored, client-focused retirement planning and wealth management solutions, as Vice President of Business Development and Relationship Manager at Retirement Solution Group. With extensive experience in investment options, tax planning, and risk management, along with key industry certifications and licenses, he empowers individuals to navigate retirement with confidence. His consultative approach ensures clients receive personalized strategies that align with their unique financial goals, fostering trust and long-term financial security.

 

 

 

 

 

Details