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Match Change (Eng & Span)

Communication Financial Wellness

Participant communication in English and Spanish detailing employer match changes

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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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Video intro image graphic about Retirement Preparedness. Video presented by Greg Klein of Hays Financial Group
Recording Retirement Optimization

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

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