Pre-retirement Savings Guide
- Summit Retirement Partners
- Jul 28
- 2 min read
Updated: Sep 16
Smart strategies to optimize your retirement savings and prepare for what’s ahead
Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.
What you’ll learn:
Saving benchmarks to help you see if your savings are on track
Social Security tips for making the most of your benefits
Medicare breakdowns to help avoid surprises
Smart strategies for boosting your savings
You can also download the corresponding worksheet to help you feel more prepared for your next chapter.
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. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.
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.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
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