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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

Screenshot image of Hays Financial Group's information about ESG

Communication Financial Planning & Advice

ESG Financial Factors Rule

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Video intro image graphic about Behavior of Retirement Savers. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Behavior Of Retirement Savers

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Screenshot image of Hays Financial Group's information about Electronic Disclosure for Retirement Plans

Communication Financial Protection

E-Disclosure

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