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Holiday Spending

Communication Financial Wellness

Participant communication piece to combat overspending around the holidays

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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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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Video intro image graphic about Investing Strategies. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Investing Strategies

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