E-Disclosure

Communication Financial Protection

Regulatory report on the final rule about electronic disclosure for retirement plans

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Additional Resources

Image of a human eye with portions of circle around the eye to demonstrate focus around the iris and eye as an intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Visualize Retirement

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Video intro image graphic for Roth of Pretax Savings. intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Roth Or Pretax

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Recording Resources

Foundational Investing

In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan

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