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X-ORIGINAL-URL:https://retirementsolutiongroup.com
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251114T123000
DTEND;TZID=America/New_York:20251114T133000
DTSTAMP:20260420T142244
CREATED:20251027T033406Z
LAST-MODIFIED:20260106T185208Z
UID:3381-1763123400-1763127000@retirementsolutiongroup.com
SUMMARY:Commonly Asked Questions & Retirement Savings Strategies: Relationship Manager Insights
DESCRIPTION:[vc_row css=”.vc_custom_1763395743496{margin-bottom: 0px !important;}”][vc_column][vc_column_text css=””] \nVIEW ON-DEMAND: \nRetirement Solution Group’s expert team gathers for Commonly Asked Questions & Retirement Savings Strategies: Relationship Manager Insights.  This 35 minute webinar is designed to help SMB employees maximize their 401(k) retirement plan  in Q4 2025. This engaging roundtable answers critical retirement savings questions through real and relatable stories and practical advice tailored to Gen Z through Boomers. Attendees will gain actionable strategies to boost their savings and secure their financial future. \nWhat You’ll Get: \n\nLearn how to start or restart saving in your employer plan before the December 31\, 2025\, deadline to leverage compounding and employer matches.\nDiscover how to prioritize retirement savings alongside Q4 financial demands like debt or holiday spending\, balancing goals across life stages.\nUnderstand pre-tax vs. Roth contributions to make tax-smart choices for 2025\, tailored to your income and future tax expectations.\nIdentify year-end actions to ensure your plan aligns with your needs\, from rollovers to Social Security planning\, with expert guidance from our panel.\n\n[/vc_column_text][/vc_column][/vc_row][vc_row disable_element=”yes” css=”.vc_custom_1763345726704{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column width=”1/4″ css=”.vc_custom_1761535125143{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_btn title=”Register Now!” shape=”square” color=”primary” size=”lg” css=”” link=”url:https%3A%2F%2Fattendee.gotowebinar.com%2Fregister%2F3456746261425017177|title:Join%20LIve%20Now!%20(active%20on%20Oct%2021)|target:_blank” el_class=”white_text”][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1761535167400{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][/vc_column][vc_column width=”1/4″][/vc_column][vc_column width=”1/4″][/vc_column][/vc_row][vc_row css=”.vc_custom_1763395812476{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column][vc_column_text css=””]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. \n  \n  \nChristie 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. \n  \n  \n  \nJudy 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. \n  \n  \n  \n[/vc_column_text][vc_column_text css=”.vc_custom_1763395689567{margin-bottom: 0px !important;}”]Here are a few additional resources to download that will help you take proactive control of your financial well-being:[/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1763395852125{margin-top: 0px !important;margin-bottom: 0px !important;border-top-width: 0px !important;border-bottom-width: 0px !important;padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_column width=”1/4″ css=”.vc_custom_1761535125143{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_btn title=”Complete Financial Checklist” shape=”square” color=”primary” size=”lg” i_icon_fontawesome=”fa fa-solid fa-download” css=”.vc_custom_1763395552422{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}” add_icon=”true” link=”url:https%3A%2F%2Fretirementsolutiongroup.com%2Fwp-content%2Fuploads%2F2024%2F11%2FRSG-Complete-Financial-Checklist.pdf|title:Complete%20Financial%20Checklist|target:_blank” el_class=”white_text”][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1761535167400{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_btn title=”Build a Retirement Income Plan” shape=”square” color=”primary” size=”lg” i_icon_fontawesome=”fa fa-solid fa-download” css=”” add_icon=”true” link=”url:https%3A%2F%2Fretirementsolutiongroup.com%2Fwp-content%2Fuploads%2F2023%2F08%2FRSG-Education-Retirement-Income-Plan.pdf|title:Build%20a%20Retirement%20Income%20Plan|target:_blank” el_class=”white_text”][/vc_column][vc_column width=”1/4″ css=”.vc_custom_1763395505295{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_btn title=”Pre-Retirement Savings Guide” shape=”square” color=”primary” size=”lg” i_icon_fontawesome=”fa fa-solid fa-download” css=”” add_icon=”true” link=”url:https%3A%2F%2Fretirementsolutiongroup.com%2Fwp-content%2Fuploads%2F2025%2F08%2FRSG-Preretirement-Savings-Guide-Financial-Wellness.pdf|title:Pre-Retirement%20Savings%20Guide|target:_blank” el_class=”white_text”][/vc_column][vc_column width=”1/4″][/vc_column][/vc_row][vc_row el_id=”ondemandvideo” css=”.vc_custom_1763395886024{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column][vc_video link=”https://youtu.be/-Ua7IG1XVUQ” el_width=”80″ css=””][/vc_column][/vc_row]
URL:https://retirementsolutiongroup.com/event/commonly-asked-questions/
CATEGORIES:Advisory Clients,Participant Education
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2025/10/RSG-webinar-Email-Header-and-flyer-header-2.png
LOCATION:https://retirementsolutiongroup.com/event/commonly-asked-questions/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250429T110000
DTEND;TZID=America/New_York:20250429T114500
DTSTAMP:20260420T142244
CREATED:20250403T204001Z
LAST-MODIFIED:20250430T142034Z
UID:3080-1745924400-1745927100@retirementsolutiongroup.com
SUMMARY:How Much Do I Need to Retire? Understanding Your Retirement Goal Amount
DESCRIPTION:[vc_row][vc_column][vc_column_text css=”.vc_custom_1745957313100{margin-right: 50px !important;margin-left: 50px !important;}”] \nVIEW ON-DEMAND\n\n  \nAre 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.  \nWhy watch?   \n\nMaster the Math: Learn how to calculate your retirement savings goal based on current income\, future needs\, and practical examples.  \nExplore 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.  \nOptimize Your Plan: Understand the importance of portfolio diversification\, re-balancing vs. re-allocating\, and how to avoid running out of money in retirement.  \nGain Confidence: Understand your options and know what’s right for you.  \n\nThis webinar is hosted by Elvia Sanchez\, CPFA®\, Principal at Retirement Solution Group\, and Judy Gutierrez\, Sr. Relationship Manager at Retirement Solution Group. \nDownload printable invite\n  \n \nElvia 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. \n  \n  \nJudy 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.. \n  \n  \n  \n[/vc_column_text][/vc_column][/vc_row]
URL:https://retirementsolutiongroup.com/event/your-retirement-goal/
CATEGORIES:Advisory Clients,Participant Education
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2025/04/April-2025-Financial-Wellness-e1743711831585.png
LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241112T110000
DTEND;TZID=America/New_York:20241112T114500
DTSTAMP:20260420T142244
CREATED:20241104T161145Z
LAST-MODIFIED:20241121T174948Z
UID:2929-1731409200-1731411900@retirementsolutiongroup.com
SUMMARY:Beyond the 401(K):  Exploring Additional Savings Strategies for Your Future
DESCRIPTION:ON-DEMAND: \nPlanning 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: \n\nMaxing out your 401(k) – Take advantage of all the features your retirement account offers\nRoth IRAs – Learn about the benefits of Roth IRAs and how they can work for your retirement strategy.\nHealth Savings Accounts (HSAs) – Discover how HSAs can provide tax advantages and help you manage healthcare costs.\nTaxable Brokerage Accounts – Understand the ins and outs of taxable brokerage accounts and how to effectively invest your money.\n\nThis webinar is hosted by Elvia Sanchez\, CPFA®\, Principal at Retirement Solution Group\, featuring special guests from Rise Private Wealth Management. \nAs 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. \n  \n \nElvia 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. \n  \n  \n 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. \nRequest a complimentary consultation \n  \n  \nThis 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.
URL:https://retirementsolutiongroup.com/event/beyond-the-401k-exploring-additional-savings-strategies-for-your-future/
CATEGORIES:Advisory Clients,Participant Education
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2024/11/November-2024-Fin-Well-additional-savings-strategies-e1731462473919.png
LOCATION:https://youtu.be/QJpvjVfwxk4
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240514T000000
DTEND;TZID=America/New_York:20240514T000000
DTSTAMP:20260420T142244
CREATED:20240412T182413Z
LAST-MODIFIED:20240514T235200Z
UID:2761-1715644800-1715644800@retirementsolutiongroup.com
SUMMARY:Strategic Wealth Management: Unlocking Financial Success through Effective Asset Allocation
DESCRIPTION:ON-DEMAND: \nRSG 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: \n\nDiversification: The importance of spreading investments across different asset classes (stocks\, bonds\, real estate\, etc.) to reduce risk and optimize returns.\nRisk Management: Best practices to balance risk tolerance and investment goals\, including asset allocation models tailored to individual client profiles.\nPortfolio Optimization: The process of continuously monitoring and adjusting asset allocations to adapt to changing market conditions and client needs for long-term financial success.\n\nThis webinar is hosted by Elvia Sanchez\, CPFA\, Principal at Retirement Solution Group\, featuring special guests from Rise Private Wealth Management. \n\n  \n  \n \nElvia 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. \n  \n  \n \nSonia 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. \n  \n  \n 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. \n  \n  \n  \nThis 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.
URL:https://retirementsolutiongroup.com/event/strategic-wealth-management/
CATEGORIES:Advisory Clients,Investing Tips,Participant Education
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2024/04/Strategic-Wealth-Management-e1712946193771.png
LOCATION:https://youtu.be/HiB9aZLPM84
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231205T120000
DTEND;TZID=America/New_York:20231205T130000
DTSTAMP:20260420T142244
CREATED:20231128T221045Z
LAST-MODIFIED:20250123T225514Z
UID:2425-1701777600-1701781200@retirementsolutiongroup.com
SUMMARY:Your Past\, Present and Future to Financial Wellness
DESCRIPTION:[vc_row css=”.vc_custom_1701981584553{margin-top: 0px !important;margin-bottom: 15px !important;border-bottom-width: 0px !important;padding-bottom: 0px !important;}”][vc_column css=”.vc_custom_1701981599668{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column_text] \nOn-Demand Recording:\nRetirement Solution Group’s Q4 2023 webinar entitled Your Past\, Present and Future to Financial Wellness\, hosted by Principal Elvia Sanchez\, CPFA. \nGetting a handle on your personal finances can help you tackle your debt\, enhance your current lifestyle\, and prepare for a comfortable financial future. It starts small and grows over time\, leading to the ultimate goal: financial wellness. Employees should join this educational webinar to learn easy to follow tips for: \n\nPaying Down Debt: From Credit Cards to Student Loans\nPaying Yourself: Emergency Saving + Buying a Home \nPaying for your Future: Retirement Savings\n\nWatch Now!\n[/vc_column_text][vc_column_text css=”.vc_custom_1702402431364{margin-right: 100px !important;margin-left: 100px !important;}”][/vc_column_text][vc_separator css=”.vc_custom_1701279087166{margin-top: 0px !important;margin-bottom: 0px !important;}”][/vc_column][/vc_row][vc_row css=”.vc_custom_1701279772477{margin-top: 0px !important;margin-bottom: -15px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column width=”1/6″ css=”.vc_custom_1701279109958{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column_text] \nFeatured Speaker:\n[/vc_column_text][/vc_column][vc_column width=”1/6″ css=”.vc_custom_1701279117200{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_single_image image=”1492″ img_size=”full”][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1701279125149{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column_text]Elvia Sanchez is a Certified Plan Fiduciary Advisor for 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.[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1701279132466{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][/vc_column][/vc_row]
URL:https://retirementsolutiongroup.com/event/your-past-present-and-future-to-financial-wellness/
CATEGORIES:Advisory Clients,Participant Education
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2023/11/4Q-2023-Past-Present-Future-of-Financial-Wellness-2.png
LOCATION:https://youtu.be/lO8jGuKy70A
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