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Cares Act

Communication Financial Protection

Legislative update reviewing of the CARES Act legislation

Additional Resources

Video intro image graphic about Building a Social Security Bridget with a pink piggy bank acting as a bridge with people crossing from one side to another across the pig's back. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Building A Social Security Bridge

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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Recording Resources

Withdrawing Wisely: Taking Money from Your Retirement Account

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