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Back-To-School For Retirement Plans

Communication Financial Wellness

A monthly email communication piece taking you back to class about retirement. Do these few things to be a savvier financial student

Additional Resources

Recording Resources

Foundational Investing

In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan

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Recording Resources

Get Started Saving for Retirement

In this first video of a three-presentation series, we will cover: • Why save for retirement and how to get started with your workplace plan • How much you should contribute to your plan to make sure you're saving enough for your future • Accessing your money and the different options available to you • Basics of investing your savings — After this, we suggest watching "Foundational Investing" and "Roth & Pretax Savings, Which Is for Me?".

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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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