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.
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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..

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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