isolved 401(k) Plan Education Meeting - Understanding PreTax vs Roth
2024-03-26 12:00 - 13:00 (America/New_York) | https://youtu.be/2q6rYxX2-kM
Video On-Demand
This educational webinar is made just for your employees addressing the importance of saving for their future and understanding the tax benefits of both the Pretax and Roth contribution options available in their isolved 401(k). Watch this on-demand webinar, hosted by Judy Guiterrez, Senior Relationship Manager. Retirement Plan participants can tune into this live webinar to:
• Discover how to save now to maximize your income during retirement
• Understand the benefits of Pre-Tax vs Roth options
• Learn about Easy Enrollment and setting up your contribution level
• Be guided step by step through the full enrollment process, understanding all your options
(This webinar has been recorded for on-demand replay.)
Download the guide on Traditional vs Roth 401(k) contributions for employees.

Maximizing tax strategies for your retirement
2024-04-16 11:00 - 12:00 | https://youtu.be/Ts_NWZxhxi0
ON-DEMAND WEBINAR
This financial education webinar will help you take steps now so you will be better prepared for retirement. Valuable information is shared with tips for both near-retirees as well as younger savers, helping you to maximize tax strategies as you plan for your retirement. Join us as we discuss:

Planning your retirement income
Advantages of tax diversification
Pre-retirement tax strategies

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

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.

Sonia 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.

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.

This webinar is the first 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.

Strategic Wealth Management: Unlocking Financial Success through Effective Asset Allocation
2024-05-14 00:00 | https://youtu.be/HiB9aZLPM84
ON-DEMAND:
RSG 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:

Diversification: The importance of spreading investments across different asset classes (stocks, bonds, real estate, etc.) to reduce risk and optimize returns.
Risk Management: Best practices to balance risk tolerance and investment goals, including asset allocation models tailored to individual client profiles.
Portfolio Optimization: The process of continuously monitoring and adjusting asset allocations to adapt to changing market conditions and client needs for long-term financial success.

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

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.

Sonia 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.

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.

This 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.

Beyond the 401(K): Exploring Additional Savings Strategies for Your Future
2024-11-12 11:00 - 11:45 | https://youtu.be/QJpvjVfwxk4
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.

How Much Do I Need to Retire? Understanding Your Retirement Goal Amount
2025-04-29 11:00 - 11:45
VIEW ON-DEMAND

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.
Download printable invite

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..

Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals
2025-06-04 08:30 - 10:00 | Wentworth by the Sea Country Club, 60 Wentworth Rd, Rye, NH, 03870, United States
Mark your calendar for an exclusive CPE event tailored for CPAs and Tax Professionals!
Elevate your small business advisory skills at Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals! Join us on June 4, 2025, at Wentworth by the Sea Golf Course Country Club in Rye, NH, for a morning of education, networking, and golf.
Why Attend?

Master SECURE 2.0 tax credits (up to $5,000/year) and plan options (SEP-IRA, 401(k)).
Prepare for the QBI deduction expiration in 2025.
Connect with local CPAs and industry leaders.

Limited seats—reserve yours now!

Agenda:
8:30 AM: Networking over coffee/breakfast
8:45 AM: 1-hour CPE presentation on small business retirement plans
9:45 AM: Interactive Q&A and Fireside chat on the State of Retirement Plans in 2025
10:00 AM: Seminar concludes
11:00 AM: Optional | Round of Golf (limited availability)

CPE Credit: earn 20 CPE credits
Cost: Complimentary (includes breakfast; golf limited to 12 players).
All attendees must be registered.

Featured Speakers

Steve Scott, CEO & Founder of Retirement Solution Group and RSG Advisory, is a Certified Plan Fiduciary Advisor and an Accredited Investment Fiduciary®. Steve’s thought leadership is evident in his contributions to industry publications and his active engagement with clients, where he shares insights on fiduciary best practices, participant outcomes, and emerging trends in retirement planning.

Dan Zibaitis, Regional Vice President of John Hancock Retirement is delivering the continuing education course. With over 20 years of proven experience in this industry, he has a track record of achievement and a drive to succeed. Dan’s dedication and commitment to others makes him a valuable and reliable partner.

Alan Valença, CFP®, CIMA®, RMA® is Vice President – Regional Sales Consultant at T. Rowe Price. He will be sharing his extensive experience in the DC industry, tapping into his expertise in business development, managing sales processes and providing insights into DC industry trends.

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