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Pretax-Roth

Recording Retirement Optimization

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

Additional Resources

Video intro image graphic about Building a Social Security Bridget with a pink piggy bank acting as a bridge with people crossing from one side to another across the pig's back. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Building A Social Security Bridge

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Video intro image graphic about Budgeting Basics. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Budgeting Basics

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Graphic about Hays Financial Group Education Services

Communication Financial Planning & Advice

Hays Financial Group Education Services

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