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

Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

Learn MoreLearn More

Video intro image graphic about A Conversation About Retirement Plan Costs. Video presented by Greg Klein of Hays Financial Group

Recording Resources

A Conversation About Costs

Learn MoreLearn More

Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

Learn MoreLearn More