Melissa Gonzalez
Melissa Gonzalez
Pacific Advisors Financial Advisor
https://www.pacificadvisors.com/melissa-gonzalez

I do more than just help clients achieve their financial goals - I connect with them, on a deeply personal level, to help make sure they're able to live the abundant lives they envision.  My target markets are professionals in tech, owners of closely held businesses, and emerging affluent families. 

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27 Aug
Sufficiency: How Much is Enough to Retire

Description

For: 

  • Young professionals and families looking to save and invest to be on pace for retirement
  • Mid-career professionals and families wondering if they need to catch up and (if so) the most appropriate ways to do that
  • Those approaching retirement that want to start assessing how much they can take in retirement income each year and the most appropriate ways they could take it.

Summary:

The question of “how much is enough to retire and by when you could achieve it?” is typically on everyone’s mind as they start to save for or approach retirement.

Depending on what door you walk into, financial professionals may have widely varying answers to this question. One of the most common is a “safe withdraw rate” approach such as the “4% rule of thumb.” Learn in this webinar several concerns to be aware of with this approach and alternatives that may make sense to consider.

Learn the 3 fundamental mechanisms that impact your Path to Financial Sufficiency and which ones you can adjust to be on track.

With more than 60,000 clients we'll bring you the best of what we've learned in how to approach this question to solve for the many complexities and concerns people face on their Path to Financial Sufficiency.

Date and Time

Thu, August 27, 2026

4:00p - 4:30p PST

Location

Zoom Webinar

PT30M

This material is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. All charts are for illustrative purposes and are not intended to suggest a particular course of action or represent the performance of any particular financial product or security.

Tanya Melissa Gonzalez is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Drive, Ste 110, Irvine CA, 92606, (909)399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. CA Insurance License Number - 0M07211. 9066488.1 Exp. 8/26

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