Retirement Preparedness

Recording Retirement Optimization

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

Additional Resources

Announcement graphic with dollar bills and text : 401(k) match is now paid every pay period.

Communication Financial Wellness

Match Change (Eng & Span)

Learn MoreLearn More

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)

Learn MoreLearn More

Recording Resources

Turning Your Savings Into Income: Effective strategies for creating a retirement paycheck

In the realm of retirement planning, much attention is devoted to the saving and accumulation phase. But what about the income phase? Join us in this enlightening video as we delve into this often-overlooked aspect of retirement planning. In this video, we will cover the following key topics: • Identifying Your Retirement Income Needs • Understanding Your Income Personality • Tailored Strategies for Diverse Retirement Income Preferences

Learn MoreLearn More