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Are you wondering how much you really need to save for a comfortable retirement? Watch this recording of our April 2025 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 watch?
- 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.
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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..