How Much Do I Need to Retire? Understanding Your Retirement Goal Amount
2025-04-29 11:00 - 11:45 (America/New_York)
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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.
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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Commonly Asked Questions & Retirement Savings Strategies: Relationship Manager Insights
2025-11-14 12:30 - 13:30 | https://retirementsolutiongroup.com/event/commonly-asked-questions/
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Retirement 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.
What You’ll Get:

Learn how to start or restart saving in your employer plan before the December 31, 2025, deadline to leverage compounding and employer matches.
Discover how to prioritize retirement savings alongside Q4 financial demands like debt or holiday spending, balancing goals across life stages.
Understand pre-tax vs. Roth contributions to make tax-smart choices for 2025, tailored to your income and future tax expectations.
Identify year-end actions to ensure your plan aligns with your needs, from rollovers to Social Security planning, with expert guidance from our panel.

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.

Christie 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.

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.

Here are a few additional resources to download that will help you take proactive control of your financial well-being:

Affordability & Retirement Success: Daily Habits That Move the Needle
2026-04-23 10:00 - 11:00 | https://youtu.be/sm2g9fyoBUQ
Watch Here – On Demand

We are pleased to offer an upcoming financial wellness webinar available to all employees as part of your retirement plan benefits.
Affordability & Retirement Success: Daily Habits That Move the Needle
Most retirement success doesn’t come from one big financial decision — it comes from small, consistent habits repeated over time. This practical and engaging session focuses on the everyday behaviors that can meaningfully improve long-term financial outcomes.
In this session, employees will learn:

The daily financial habits that most influence retirement success
How automation and consistent saving can simplify investing
Ways to spend with awareness while avoiding lifestyle creep
How to stay invested and avoid common financial mistakes
Simple systems that make saving easier at every stage of life

The webinar also highlights how employees can make the most of their retirement plan through automatic contributions, contribution increases, and regular account check-ins.
Designed specifically for working professionals, this session delivers clear, realistic strategies employees can apply immediately — regardless of income level or financial experience.

Speaker:
Christie 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.

Moderator:
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.

Here are a few additional resources to download that will help you take proactive control of your financial well-being:
