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Kickstart Your Retirement: New Year, New Financial Goals

Financial Wellness Money Management Recording Retirement Savings

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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Video intro image graphic about It’s A New Year, Turn A Fresh Financial Page. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

It’s A New Year, Turn A Fresh Financial Page

The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year

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