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ESG Financial Factors Rule

Communication Financial Planning & Advice

Regulatory update looking at how the rule on ESG investments impacts retirement plans

Additional Resources

Video intro image graphic about Year-End Saving TopicsVideo presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Year-End Savings Topics

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Video intro image graphic about Reducing Your Fiduciary Liability. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Reducing Your Fiduciary Liability

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Recording Resources

Roth or Pretax: Which Is for Me?

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