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Loans, Hardships, And Distributions

Financial Protection Recording

We all want to keep our money saved for retirement. Yet, there are situations in which you might need to access these funds early, like an emergency. This presentation covers different options such as loans, hardship withdrawals, and distributions. When are these options available and what are the implications of each.

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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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