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Secrets To Retirement Plan Design

Financial Planning & Advice Recording

What Participant Behavior Is Telling Us About Key Plan Features

Additional Resources

Image of a human eye with portions of circle around the eye to demonstrate focus around the iris and eye as an intro overlay to a video. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Visualize Retirement

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Video intro image graphic about A Conversation About Retirement Plan Costs. Video presented by Greg Klein of Hays Financial Group

Recording Resources

A Conversation About Costs

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Recording Resources

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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