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Financial Planning & Advice

Retirement 101: Basics for Getting Started and Debunking Common Myths

Recording Resources

Additional Resources

Recording Resources

Countdown to Retirement: Income & Withdrawal Strategies

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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 Roth or Pretax Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Pretax-Roth

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