Back-To-School For Retirement Plans
Communication
Financial Wellness

A monthly email communication piece taking you back to class about retirement. Do these few things to be a savvier financial student
Additional Resources

Plan Highlights Basic Steps (Eng-Span)
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Hays Financial Group Education Services
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It’s A New Year, Turn A Fresh Financial Page
The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year
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