Plan Highlights Basic Steps (Eng-Span)

Communication Financial Wellness

Easy-to-understand retirement plan highlights in English and Spanish

Additional Resources

Recording Resources

Foundational Investing

In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Retirement Plan Statements – A Better Understanding

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