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Retirement Planning Resources

Are You Sabotaging Your Retirement?

Communication Financial Wellness

If you have ever had these thoughts about retirement and investing, we can help!

Additional Resources

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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Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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White label graphic for Hays Financial Group's clients to use in communicating Deferred Compensation Plan changes.

Communication Retirement Optimization

Deferred Compensation Plan

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