Retirement Transition Planning
- Summit Retirement Partners
- Nov 17
- 2 min read
Retirement Transition: More Than Just Finances
Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and planning. The goal is to have real conversations around the emotional impact this major life transition can have on you, so that you are more prepared.
This short video discusses 5 key action areas:
Understand emotional changes and normalize the transition process.
Reframe your identity and explore new passions post-career.
Discover the importance of social relationships and how to stay meaningfully connected.
Build a personalized rhythm of activities that align with your motivation style.
Combine financial discussions with lifestyle goals to create a cohesive retirement plan.
You can also download this practical guide to help yourself or others prepare for retirement by focusing on the emotional and lifestyle aspects of the transition, and not just finances. It includes prompts and tools to support self-reflection, connection, purpose, structure, and aligning daily life with long-term goals.
Designed to empower near retirees with clarity and confidence, it complements financial planning with personal readiness.
Benefits of Financial Education
For employees: Better planning leads to less stress, more focus, and increased financial confidence.
For employers: When employees are financially-educated and equipped to retire on time, the company benefits from a happier, more engaged, and better prepared workforce.
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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