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3 Step To Success

Communication Financial Wellness

Participant communication piece giving them simple steps to save more

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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Video intro image graphic about Emotions and Investing. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Emotions & Investing

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Video intro image graphic about Foundational Retirement Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Foundational Retirement Savings

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