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Live Q&A Recording: February 2025

Recording Resources

Additional Resources

Video intro image graphic about A Conversation About Retirement Plan Costs. Video presented by Greg Klein of Hays Financial Group

Recording Resources

A Conversation About Costs

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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Announcement graphic with dollar bills and text : 401(k) match is now paid every pay period.

Communication Financial Wellness

Match Change (Eng & Span)

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