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DTSTART;TZID=America/New_York:20250604T083000
DTEND;TZID=America/New_York:20250604T100000
DTSTAMP:20260507T063348
CREATED:20250508T214937Z
LAST-MODIFIED:20250521T214917Z
UID:3109-1749025800-1749031200@retirementsolutiongroup.com
SUMMARY:Retirement Planning for Small Businesses: CPE Seminar for Tax Professionals
DESCRIPTION:Mark your calendar for an exclusive CPE event tailored for CPAs and Tax Professionals! \nElevate 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. \nWhy Attend? \n\nMaster SECURE 2.0 tax credits (up to $5\,000/year) and plan options (SEP-IRA\, 401(k)).\nPrepare for the QBI deduction expiration in 2025.\nConnect with local CPAs and industry leaders.\n\nLimited seats—reserve yours now!\n  \nAgenda: \n8:30 AM: Networking over coffee/breakfast \n8:45 AM: 1-hour CPE presentation on small business retirement plans \n9:45 AM: Interactive Q&A and Fireside chat on the State of Retirement Plans in 2025 \n10:00 AM: Seminar concludes \n11:00 AM: Optional | Round of Golf (limited availability) \n  \nCPE Credit:  earn 20 CPE credits \nCost: Complimentary (includes breakfast; golf limited to 12 players). \nAll attendees must be registered. \n\nFeatured Speakers\n  \n \n  \nSteve 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. \n  \n \n  \nDan 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. \n  \n  \n \n  \nAlan 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. \n  \n  \n  \n  \n[/vc_column_text][/vc_column][/vc_row]
URL:https://retirementsolutiongroup.com/event/cpa-seminar/
LOCATION:Wentworth by the Sea Country Club\, 60 Wentworth Rd\, Rye\, NH\, 03870\, United States
CATEGORIES:Partnerships
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2025/05/RSG-Tax-Professionals-Event-2025-Eventbrite-cover-image-e1746734470554.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251114T123000
DTEND;TZID=America/New_York:20251114T133000
DTSTAMP:20260507T063348
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:20260423T100000
DTEND;TZID=America/New_York:20260423T110000
DTSTAMP:20260507T063348
CREATED:20260406T185341Z
LAST-MODIFIED:20260424T032906Z
UID:3596-1776938400-1776942000@retirementsolutiongroup.com
SUMMARY:Affordability & Retirement Success: Daily Habits That Move the Needle
DESCRIPTION:[vc_row disable_element=”yes” css=”.vc_custom_1777000800662{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%2F3066587862419443289|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][vc_column][vc_column_text css=””] \nWatch Here – On Demand\n[/vc_column_text][/vc_column][/vc_row][vc_row el_id=”ondemandvideo” css=”.vc_custom_1777000706564{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}”][vc_column][vc_video link=”https://youtu.be/sm2g9fyoBUQ” el_width=”80″ css=””][/vc_column][/vc_row][vc_row css=”.vc_custom_1763395743496{margin-bottom: 0px !important;}”][vc_column][vc_column_text css=””] \nWe are pleased to offer an upcoming financial wellness webinar available to all employees as part of your retirement plan benefits. \nAffordability & Retirement Success: Daily Habits That Move the Needle \nMost 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. \nIn this session\, employees will learn: \n\nThe daily financial habits that most influence retirement success\nHow automation and consistent saving can simplify investing\nWays to spend with awareness while avoiding lifestyle creep\nHow to stay invested and avoid common financial mistakes\nSimple systems that make saving easier at every stage of life\n\nThe webinar also highlights how employees can make the most of their retirement plan through automatic contributions\, contribution increases\, and regular account check-ins. \nDesigned specifically for working professionals\, this session delivers clear\, realistic strategies employees can apply immediately — regardless of income level or financial experience. \n[/vc_column_text][/vc_column][/vc_row][vc_row disable_element=”yes” css=”.vc_custom_1777000783319{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=”Download Employee Invite ↓” shape=”square” color=”primary” size=”lg” css=”” link=”url:https%3A%2F%2Fretirementsolutiongroup.com%2Fwp-content%2Fuploads%2F2026%2F04%2FRSG-2026-Financial-Wellness-webinar-flyer.pdf|title:Download%20Employee%20Invite%20%E2%86%93|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=””] \nSpeaker:\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  \nModerator:\nKevin 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  \n  \n  \n  \n[/vc_column_text][/vc_column][/vc_row][vc_row disable_element=”yes” css=”.vc_custom_1775499090128{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=”Employer Tips” shape=”square” color=”primary” size=”lg” i_icon_fontawesome=”fa fa-solid fa-download” css=”.vc_custom_1775501116267{margin-top: 0px !important;border-top-width: 0px !important;padding-top: 0px !important;}” add_icon=”true” link=”url:https%3A%2F%2Flive-rsgroup.pantheonsite.io%2F7-tips-to-help-participants-with-long-term-saving%2F|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_column][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 disable_element=”yes” css=”.vc_custom_1777000729342{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%2F3066587862419443289|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]
URL:https://retirementsolutiongroup.com/event/affordability-retirement-success/
CATEGORIES:Advisory Clients,Participant Education
ATTACH;FMTTYPE=image/png:https://retirementsolutiongroup.com/wp-content/uploads/2026/04/April-2026-Affordability-and-Retirement-e1775500709625.png
LOCATION:https://youtu.be/sm2g9fyoBUQ
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