Retirement Plan Statements – A Better Understanding

Financial Protection Recording

Has a retirement plan statement ever shocked or bewildered you? This video will shed light on key sections of the statement. It will also give you tips for how to persevere when you open that envelope or click on that link to view your statement following a market downturn.

Additional Resources

Recording Retirement Optimization

Retirement Preparedness

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

Learn MoreLearn More

Video intro image graphic about Year-End Saving TopicsVideo presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Year-End Savings Topics

Learn MoreLearn More

Video intro image graphic about Emotions and Investing. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Emotions & Investing

Learn MoreLearn More