Employee Education: Budgeting and Saving
- Summit Retirement Partners
- 4 days ago
- 2 min read
Take Control of Your Finances with Our On-Demand Webinar and Budgeting Worksheet
Managing money can feel overwhelming, but it doesn’t have to be. This on-demand webinar and budgeting worksheet are here to help! This educational toolkit is designed to give you the confidence to budget, save, and plan for the future.
What the webinar covers
Why budgeting matters: Discover where your money is going and take charge of your finances.
Debt strategies: Find out how to pay down debt while still saving for what’s important.
Goal setting made simple: Plan for emergencies, vacations, and retirement with ease.
To support what you learn in the webinar, our budgeting worksheet uses the popular 50/30/20 rule. It’s a simple way to organize your income and prioritize your spending.
Here’s how the worksheet helps:
Review your finances: Track your income, review expenses, and visualize your spending with easy-to-read graphs.
Organize your money: Sort your spending into categories like Needs, Wants, and Savings.
Track your progress: See how your spending compares to the 50/30/20 rule.
Get helpful tips: See suggestions to help you stay on track and adjust your budget.
Paired with our webinar, it’s a great way to build smart money habits.
Benefits of Financial Education
For employees: Better planning leads to less stress, more focus, and increased financial confidence.
For employers: Financially-educated teams are happier, more engaged, and better prepared for the future.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
(919) 674-0595
Meredith Barbour, QKA, PPC®
(984) 229-1031
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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