Duke Human Resources hosted Financial Fitness Week September 12-15, 2022, when staff and faculty attended free virtual seminars to learn more about Duke's retirement plans, preparing a budget, handling investments and more.
If you have questions, please contact the Human Resource Information Center (HRIC) at 919-684-5600 or benefits@duke.edu.
Webinar Descriptions
Credibility: Build a Strong Credit History
Presented by Duke University Federal Credit Union
Recommended for all ages
In this webinar you will learn the significance of your credit report and score. You will also learn how to establish or rebuild a good credit history, tips for using credit wisely, and how to avoid pitfalls that can negatively affect your credit score.
Identify and Prioritize Your Savings Goals
Presented by Fidelity
Recommended for all ages
This webinar is great for those wanting help with saving for multiple goals. Get strategies and tips to prioritize and fund your specific savings goals, like buying a new home or car, saving for a child's college expenses, setting aside money for retirement and more.
Invest Confidently for Your Future
Presented by Fidelity
Recommended for Ages 35 or younger
In this webinar you will learn to define your savings goals, build an investment plan to help you optimize your savings and understand the importance of continuously managing your retirement plan.
Life Insurance at Various Stages of Your Life and Career
Presented by Lincoln Financial Group and Mercer Voluntary Benefits
Recommended for Ages 54 and younger
In this webinar you will get the tools to help you determine the appropriate amount of life insurance at various stages of your life and career. Life insurance is available through Duke University's group life plan. You will learn how to enroll in Duke's group supplemental life plan and update coverage and beneficiaries. You will also learn about coverages to consider outside of Duke's group life plan including individual term life, permanent life, and long-term care.
Life Insurance as You are Approaching Retirement and in Retirement
Presented by Lincoln Financial Group and Mercer Voluntary Benefits
Recommended for Ages 55 and older
In this webinar you will get the tools to help you determine the appropriate amount of life insurance at various stages of your life and career, as you are approaching retirement, and in retirement. Life insurance is available through Duke University's group life plan. You will learn how to enroll in Duke's group supplemental life plan and update coverage and beneficiaries. You will also learn about coverages to consider outside of Duke's group life plan including individual term life, permanent life, and long-term care.
Managing My Money
Presented by Fidelity
Recommended for Ages 35 or younger
This webinar will cover how to identify the three core components of a sound budget, how to begin to build (or rebuild) your emergency savings fund and get control over prioritizing your debt.
Navigating Market Volatility
Presented by Fidelity
Recommended for all ages
This webinar will help you navigate the ups and downs of a volatile market and whether you should consider changing your investments due to current market trends. You will understand how to pull money out of the market and the effects of moving to cash.
Retirement Planning Workshop
Part 1: Retirement Planning Strategies
Presented by Fidelity
Recommended for Ages 55 or older
This workshop is designed to help you create a retirement income plan and explore the risks that can impact it. The workshop covers critical issues such as determining how much savings you will need for retirement and investing strategies before and during retirement. Specific attention will be given to selecting a health plan, balancing investments, Social Security rules, distribution options and estate planning.
Part 2: Duke Benefits in Retirement
Presented by Duke Benefits
Recommended for Ages 55 or older
This workshop is designed to provide you with valuable information about the Duke benefits available to you in retirement. This workshop covers your Duke retirement plan(s) distribution options, eligibility for retiree benefits, the impact of meeting the Rule of 75, and the impact this has on retiree benefits. The goal is to provide you with useful information as you begin to plan for retirement.
Social Security Benefits
Presented by Social Security Administration
Recommended for Ages 55 and older
In this webinar conducted by the Social Security Administration, you will get answers to many questions involving social security, such as:
- When am I eligible to receive retirement benefits?
- How does early retirement affect my benefits?
- Do I qualify for disability, survivors, and spouse benefits?
- How do I get the most from my social security benefit?
- What is the future of Social Security?
- When should I file for Medicare?
Learn how to use my Social Security online account and other online services. You should go to socialsecurity.gov to create a my Social Security account and print out your Social Security Statement before attending the workshop.
Turn Your Savings into Retirement Income
Presented by Fidelity
Recommended for Ages 55 or older
If you're planning to retire within the next few years: Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.
Understanding Your Retirement Plans at Duke
Presented by Duke Benefits
Recommended for All ages
This webinar will discuss the Employees' Retirement Plan (ERP) and the 403(b) Faculty and Staff Retirement Plan offered to eligible Duke Employees. Discussions will cover how these plans work, the investment options available, and the benefits of participating. Duke offers some of the most competitive retirement plans in the country and they can be an important resource in helping you achieve your retirement goals. Come and find out more about these retirement plans.