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Plant the Seeds for Retirement: Register for Duke Financial Fitness Week

Duke Human Resources hosted Financial Fitness Week September 11-14, 2023, when staff and faculty could attend free virtual seminars to learn more about Duke's retirement plans, preparing a budget, handling investments and more.

Webinar Descriptions

Ask Fidelity Q&A – Creating a Budget You'll Actually Use

Presented by Fidelity Investments

Recommended for All Ages

Planning out your spending and living within a budget, is all about freedom. Learn how to create a budget you'll use, so you're prepared for the unexpected, and able to purse what's important to you.

Duke Health Care Benefits in Retirement (DUHS Employees)

Presented by Duke Benefits

Recommended for DUHS Employees Ages 55 and older

This workshop is specifically designed to provide DUHS employees with valuable information about the Duke benefits available to you in retirement. This workshop covers 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.

Duke Health Care Benefits in Retirement (Duke University Employees)

Presented by Duke Benefits

Recommended for Duke University Employees Ages 55 and older

This workshop is specifically designed to provide Duke University employees with valuable information about the Duke benefits available to you in retirement. This workshop covers 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.

Five Money Musts for Young Investors

Presented by Fidelity Investments

Recommended for Ages 35 and younger

In this webinar, you will learn about the five basic money concepts to help you start your financial journey on the right foot.

How to Build a Strong Credit History as You Prepare for Homeownership

Presented by Duke 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 build a strong credit history as you prepare for home ownership.

Income Replacement: What You Need to Know About Disability Insurance

Hosted by Duke Benefits

RECOMMENDED FOR ALL AGES

This webinar will review the importance of disability insurance - especially as a new employee, the differences between short term and long term disability insurance, and the options for voluntary disability insurance coverage available to you for purchase, as part of your Duke benefits package. There will also be an overview of the employer-paid Duke Long Term Disability plan, including eligibility, waiting periods, and benefits.

Invest Confidently for Your Future in Your Duke Retirement Plan

Presented by Fidelity Investments

Recommended for All Ages

If you want to manage your own investments: Learn how to build and manage a long-term investment plan, understand market volatility, and your Duke retirement plan lineup. You'll also 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

Recommended for All Ages

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's group life plan, including a free $10,000 basic life policy; however, you will learn how to enroll in Duke's group supplemental life plan and update coverage and beneficiaries. You will also learn some of the basics about coverages to consider outside of Duke's group life plan, including individual term life, whole life, and permanent life.

Managing My Money: Budget, Emergency Saving and Debt Basics

Presented by Fidelity Investments

Recommended for all ages

This workshop will help you identify the three core components of a sound budget. You will be provided with manageable strategies, tools, and tips that can help you take control of your spending, savings and debt. This session will help you begin to build (rebuild) your emergency savings fund and get control over prioritizing your debt.

Retirement Income Planning for Her

Presented by Fidelity Investments

Recommended for Women

This webinar is designed for women investors who want to get started planning for their retirement. This workshop will help you learn more about your retirement savings and plan for future income.

Retirement Planning Strategies

Presented by Fidelity Investments

Recommended for Ages 55 and 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.

Social Security Benefits

Presented by Social Security Administration

Recommended for All Ages

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 www.socialsecurity.gov/myaccount to create a my Social Security account and print out your Social Security Statement before attending the workshop.

Understanding Roth Contributions in Your Duke Retirement Plan

Presented by Fidelity Investments

Recommended for All Ages

This workshop will help you understand the potential benefits of having Roth contributions as part of your Duke retirement savings plan. It will cover the differences between Roth and traditional pretax contributions as well as Roth contributions to your plan vs. contributions to a Roth IRA. Attend this webinar to find out whether Roth contributions are a good fit for you.

Your Retirement Plan at Duke for Exempt Employees

Presented by Duke Benefits

Recommended for All Exempt Employees

This webinar will discuss the Duke 403(b) Faculty and Staff Retirement Plan offered to exempt employees. Discussions will cover how the plan works, the investment options available, and the benefits of participating. Duke's retirement plans are part of our comprehensive benefits package, and they can be an important resource in helping you achieve your retirement goals. Come and find out more about this retirement plan.

Your Retirement Plans at Duke for Non-Exempt Employees

Presented by Duke Benefits

Recommended for All Non-exempt Employees

This webinar will discuss the retirement plans available to employees paid biweekly: Employees' Retirement Plan (ERP) and the Duke 403(b) Faculty and Staff Retirement Plan. Discussions will cover how these plans work, who is eligible and how to keep track of your retirement benefit. Duke's retirement plans are part of our comprehensive benefits package, and they can be an important resource in helping you achieve your retirement goals. Come and find out more about these retirement plans.