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Retirement Planning Resources

Cares Act

Communication Financial Protection

Legislative update reviewing of the CARES Act legislation

Additional Resources

Video intro image graphic about Retirement Greatest Hits. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Retirement: Greatest Hits

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Recording Resources

Countdown to Retirement: Income & Withdrawal Strategies

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Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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