Skip to content
Menu Close

Foundational Investing

Recording Resources

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

• Saving vs. investing
• Asset allocation
• Diversification
• Key types of risk
• Steps to take to mitigate these risks

Additional Resources

Video intro image graphic about Why Retirement Plan Education Matters More Than Evet. Video presented by Greg Klein of Hays Financial Group
Financial Planning & Advice Recording

Why Retirement Plan Education Matters More Than Ever

Learn MoreLearn More
Recording Resources

Roth or Pretax Savings, Which Is for Me?

In this informative webinar (the final of our three-part series), we delve into the distinctions and advantages of the Roth savings option, covering: • Understand how saving Roth (after-tax) and/or pretax works • Situations when one option might be more advantageous • How each affects your taxes on contributions and withdrawals

Learn MoreLearn More
Close