Pretax-Roth

Recording Retirement Optimization

Participant communication on pretax and Roth contributions stressing the importance to save more now

Additional Resources

Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

Learn MoreLearn More

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

Communication Financial Planning & Advice

Speculating Vs. Retirement Investing

Learn MoreLearn More

Recording Resources

Navigating Retirement Savings: Myths and Realities

A revealing presentation that separates retirement savings myths from facts, helping you make informed financial decisions. • Demystifying Retirement Savings: Uncover the truth about common retirement savings misconceptions. • Strategic Planning for Retirement: Gain clarity on how these myths could impact your financial future. • The Real Path to Financial Freedom: Learn strategies to optimize your retirement savings based on real facts and proven methods.

Learn MoreLearn More