Recordings

2023 IRS Contribution Limits

Communication Retirement Optimization

2023 IRS Limits for Retiirement Plans (PDF Download)

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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Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

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Financial Planning & Advice Recording

Investing Strategies

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