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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

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 Emotions and Investing. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Emotions & Investing

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Screenshot image of Hays Financial Group's information about CARES Act Legislation Update

Communication Financial Protection

Cares Act Updates

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