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Hays Financial Group Education Services

Communication Financial Planning & Advice

Highlights of our participant education services.

Additional Resources

Recording Resources

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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Recording Resources

Withdrawing Wisely: Taking Money from Your Retirement Account

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Video intro image graphic about Retirement Preparedness. Video presented by Greg Klein of Hays Financial Group
Recording Retirement Optimization

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

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