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Holiday Spending

Communication Financial Wellness

Participant communication piece to combat overspending around the holidays

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Additional Resources

Video intro image graphic about Roth or Pretax Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Pretax-Roth

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Video intro image graphic about Secrets to Retirement Plan Design. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Secrets To Retirement Plan Design

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Communication Financial Wellness

3 Step To Success

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