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Retirement Planning Resources

National 401(k) Day Webinar

Recording Resources Retirement Savings

Watch the reply of this webinar to celebrate National 401(k) Day and learn more about the best tool to build retirement savings, including: • Importance of Early and Consistent Contributions • Maximizing Employer Matches • Investment Diversification

Additional Resources

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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Recording Resources

Retirement 101: Basics for Getting Started and Debunking Common Myths

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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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