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Financial Planning & Advice

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 Budgeting Basics. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Budgeting Basics

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Video intro image graphic for Roth of Pretax Savings. intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Roth Or Pretax

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Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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