How Much Do I Need to Retire? Understanding Your Retirement Goal Amount

Are you wondering how much you really need to save for a comfortable retirement? Join our upcoming webinar, “How Much Do I Need to Retire? Understanding Your Retirement Goal Amount,” where we’ll break down the simple math behind retirement savings and help you project your unique retirement goal. 

Why Attend?  

• Master the Math: Learn how to calculate your retirement savings goal based on current income, future needs, and practical examples.  
• Explore Scenarios: See how different savings amounts (e.g., $250K, $500K, $1M, $2M) translate into monthly retirement income and what withdrawal rates (4%, 5%, 6%) mean for your future.  
• Optimize Your Plan: Understand the importance of portfolio diversification, re-balancing vs. re-allocating, and how to avoid running out of money in retirement.  
• Gain Confidence: Understand your options and know what’s right for you.  

This webinar is hosted by Elvia Sanchez, CPFA^®, Principal at Retirement Solution Group, and Judy Gutierrez, Sr. Relationship Manager at Retirement Solution Group.

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. Don’t miss this chance to demystify retirement planning and take control of your financial future—register today!

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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.

Judy Gutierrez is an RSG client’s first line of contact, and one of our leading educators, hosting webinars for both small businesses and their employees. She works closely with internal and external partners to make sure her clients’ retirement plan is best suited for their company needs. Judy can assist with any plan questions and participant education for English and Spanish participants..