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Pretax Roth Infographic Side-By-Side

Communication Retirement Optimization

Infographic explaining the differences between pretax and Roth savings

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Additional Resources

Infographic from Hays Financial Group for Back to School for retirement plans in three steps: contribute to retirement plan, assign or update beneficiaries, and be aware of cybersecurity

Communication Financial Wellness

Back-To-School For Retirement Plans

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Recording Resources

5 Steps to a Retirement-Ready Budget

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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)

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