« All Events

Virtual Event
  • This event has passed.

Beyond the 401(K): Exploring Additional Savings Strategies for Your Future

November 12, 2024 @ 11:00 am - 11:45 am
Virtual Event

ON-DEMAND:

Planning for your financial future can be overwhelming at times. But you have options to save for later while living your best life now. Learn smart practices for saving using your retirement plan, as well as other savings strategies beyond your 401(k). Join us to learn about:

  • Maxing out your 401(k) – Take advantage of all the features your retirement account offers
  • Roth IRAs – Learn about the benefits of Roth IRAs and how they can work for your retirement strategy.
  • Health Savings Accounts (HSAs) – Discover how HSAs can provide tax advantages and help you manage healthcare costs.
  • Taxable Brokerage Accounts – Understand the ins and outs of taxable brokerage accounts and how to effectively invest your money.

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

As always, you will have the opportunity to ask questions of RSG’s experts during the webinar. This webinar will also be made available on-demand for those registered but unable to attend the live session.

 

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.

 

 

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.

Request a complimentary consultation

 

 

This webinar is the last 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.

Details