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Financial Planning & Advice

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

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)

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Black and white text and graphics describing bitcoin and your retirement plan with an icon of a laptop with a dollar sign on the screen and a thought bubble with file folders

Communication Financial Protection

Bitcoin And Your Retirement Plan

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Infographic from Hays Financial Group for Back to School for retirement plans in three steps: contribute to retirement plan, assign or update beneficiaries, and be aware of cybersecurity

Communication Financial Wellness

Back-To-School For Retirement Plans

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