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Visualize Retirement

Financial Planning & Advice Recording

• Understanding the different phases of retirement
• Decumulation of your savings and asset allocation
• Social Security and your legacy

Additional Resources

Communication Financial Wellness

Hindsight Is 20/20

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Video intro image graphic about Secrets to Retirement Plan Design. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Secrets To Retirement Plan Design

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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