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Retirement Planning Resources

E-Disclosure

Communication Financial Protection

Regulatory report on the final rule about electronic disclosure for retirement plans

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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Graphic about Hays Financial Group Education Services

Communication Financial Planning & Advice

Hays Financial Group Education Services

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Informational table explaining 401(k) Pretax and 401(k) Roth contributions.

Communication Retirement Optimization

Pretax Roth Infographic Side-By-Side

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