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Live Q&A Recording: August 2025

Recording Resources

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

Additional Resources

Video intro image graphic about Social Security. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Social Security

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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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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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