Skip to content

Foundational Investing

Recording

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

Additional Resources

Video intro image graphic about It’s A New Year, Turn A Fresh Financial Page. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

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

Learn MoreLearn More
Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group
Financial Protection Recording

Retirement Plan Statements – A Better Understanding

Learn MoreLearn More
Close