Retirement Planning Workshop
Duke Human Resources will host Financial Fitness Week May 20-23, 2019, when staff and faculty can attend free seminars to learn more about Duke's retirement plans, preparing a budget, handling investments and more.
Workshops
Maximize Social Security in Your Retirement Strategy
Monday, May 20 | 8:00 a.m. - 9:00 a.m.
Online Webinar
Recommended for ages 36 and older
This webinar will help you understand different Social Security claiming strategies, how to use Social Security to supplement your retirement and take the next step to create your retirement income plan.
Preserving Your Savings for Future Generations
Monday, May 20 | 10:00 a.m. - 11:00 a.m.
Online Webinar
Recommended for ages 55 or older
Learn what an estate plan consists of and who needs one. This webinar will cover the components of an estate plan, including information on wills versus probate, powers of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies.
Create a Budget, Ditch Your Debt, and Start Saving for the Future
Monday, May 20 | Noon - 1:00 p.m.
Online Webinar
Recommended for ages 21 to 54
Creating and sticking to a budget is much easier said than done. Come find out ways to get and keep your monthly finances on track. This seminar will help attendees learn about different tools and strategies to help balance paying down debt with saving for future goals.
Your College Planning Choices
Monday, May 20 | 2:00 p.m. - 3:00 p.m.
Online Webinar
Recommended for all ages
View this webinar to learn more about how to start saving now for a child's college education. Discover strategies and different options for effectively planning and saving for a child's college education.
Understanding Your Investment Options in the Duke Faculty and Staff Retirement Plan
Monday, May 20 | 4:00 p.m. - 5:00 p.m.
Online Webinar
Recommended for all ages
With a new investment lineup in place, this session will help you understand key investing concepts, common investment types and how to select a mix of different investments from the new investment lineup that align with your investment goals. There will be discussions around the benefits of investing in your workplace savings plan and how to choose your investment options.
Get Started and Save for the Future You
Tuesday, May 21 | 9:30 a.m. - 11:00 a.m.
Searle Center | Lecture Hall
Recommended for ages 21 to 54
If you are early in your career it may be difficult to think about retirement, however that is the perfect time to start preparing. Learn the benefits of your workplace savings plan, how to enroll, and small steps you can take to save more.
Turn Your Savings into Retirement Income
Tuesday, May 21 | 10:00 a.m. - 11:00 a.m.
Online Webinar
Recommended for ages 55 or older
Attend this webinar to get information on how to distribute your retirement account. Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan and distribution strategy that suits your goals and lifestyle.
Understanding Your Duke Retirement Plans and the New 403(b) Investment Options
Tuesday, May 21 | 1:00 p.m. - 2:30 p.m.
Searle Center | Lecture Hall
Recommended for all ages
This seminar 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.
Understanding Your Investment Options in the Duke Faculty and Staff Retirement Plan
Tuesday, May 21 | 4:00 p.m. - 5:00 p.m.
Online Webinar
Recommended for all ages
With a new investment lineup in place, this session will help you understand key investing concepts, common investment types and how to select a mix of different investments from the new investment lineup that align with your investment goals. There will be discussions around the benefits of investing in your workplace savings plan and how to choose your investment options.
Webcast
Retirement Planning Workshop
Wednesday, May 22 | 8:00 a.m. - Noon
Searle Center | Lecture Hall
Presented by HR Benefits/Fidelity
Recommended for ages 55 or older
This workshop is designed to provide you with valuable information about the benefits available to you in retirement. 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, tips on choosing a financial advisor, distribution options and estate planning. The workshop also covers your Duke retirement plan(s) distribution options, the eligibility for retiree benefits and the impact of meeting the Rule of 75 and the impact on retiree benefits. The goal is to provide you with useful information as you begin to plan for retirement.
Webinar
Create a Budget, Ditch Your Debt, and Start Saving for the Future
Wednesday, May 22 | 10:00 a.m. - 11:00 a.m.
Online Webinar
Recommended for ages 21 to 54
Creating and sticking to a budget is much easier said than done. Come find out ways to get and keep your monthly finances on track. This seminar will help attendees learn about different tools and strategies to help balance paying down debt with saving for future goals.
Information Booths
Wednesday, May 22 | 11:00 a.m. - 1:00 p.m.
Searle Center | Lecture Hall (Lobby)
Presented by Duke Federal Credit Union, HR Benefits, Fidelity and Live For Life
Free Health Assessments by Live for Life
Wednesday, May 22 | 10:00 a.m. - 4:00 p.m.
Searle Center | Lecture Hall (Lobby)
Retirement Planning Workshop
Wednesday, May 22 | 1:00 p.m. - 5:00 p.m.
Searle Center | Lecture Hall
Presented by HR Benefits/Fidelity
Recommended for ages 55 or older
This workshop is designed to provide you with valuable information about the benefits available to you in retirement. 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, tips on choosing a financial advisor, distribution options and estate planning. The workshop also covers your Duke retirement plan(s) distribution options, the eligibility for retiree benefits and the impact of meeting the Rule of 75 and the impact on retiree benefits. The goal is to provide you with useful information as you begin to plan for retirement.
Identify and Prioritize Your Savings Goals
Thursday, May 23 | 9:30 a.m. - 11:00 a.m.
Searle Center | Lecture Hall
Recommended for ages 21 to 54
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.
Webinar
Understanding Your Investment Options in the Duke Faculty and Staff Retirement Plan
Thursday, May 23 | 10:00 a.m. - 11:00 a.m.
Online Webinar
Recommended for all ages
With a new investment lineup in place, this session will help you understand key investing concepts, common investment types and how to select a mix of different investments from the new investment lineup that align with your investment goals. There will be discussions around the benefits of investing in your workplace savings plan and how to choose your investment options.
After Her Father's Death, Duke University Employee Rethinks Retirement
Duke Cancer Institute regulatory coordinator Megan Houpe, 27, shares how her father's premature death made her think about retirement and how she changed her planning because of it.