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Visualize Retirement

Financial Planning & Advice Recording

• Understanding the different phases of retirement
• Decumulation of your savings and asset allocation
• Social Security and your legacy

Additional Resources

Video intro image graphic about Retiree Profiles: Lifestyles In Retirement. Video presented by Greg Klein of Hays Financial Group
Financial Wellness Recording

Retiree Profiles: Lifestyles In Retirement

In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.

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Financial Wellness Money Management Recording Retirement Savings

Kickstart Your Retirement: New Year, New Financial Goals

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group
Financial Protection Recording

Retirement Plan Statements – A Better Understanding

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