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Financial Planning & Advice

Live Q&A Recording: February 2025

Recording Resources

Additional Resources

Video intro image graphic about Secrets to Retirement Plan Design. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Secrets To Retirement Plan Design

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Text and graphics describing GameStop saga and retirement plans including explanation of short selling.

Communication Financial Planning & Advice

Speculating Vs. Retirement Investing

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Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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