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Retirement Preparedness

Recording Retirement Optimization

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

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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 Why Retirement Plan Education Matters More Than Evet. Video presented by Greg Klein of Hays Financial Group
Financial Planning & Advice Recording

Why Retirement Plan Education Matters More Than Ever

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