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DTSTART;TZID=America/New_York:20251114T123000
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DTSTAMP:20260425T040738
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/
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