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September 11-14, 2023
Duke Human Resources will host Financial Fitness Week September 11-14, 2023, when staff and faculty can attend free virtual seminars to learn more about Duke's retirement plans, preparing a budget, handling investments and more.
Virtual seminars will use either Zoom or Microsoft Teams.
Schedule
| Date and Session | Time | Registration |
|---|---|---|
| Monday, September 11, 2023 | ||
| Managing My Money: Budget, Emergency Savings, and Debt Basics | 9:00 a.m. - 10:00 a.m. | Register Now |
| Invest Confidently for Your Future in Your Duke Retirement Plan | 11:00 a.m. - Noon | Register Now |
| Life Insurance at Various Stages of Your Life and Career | 1:00 p.m. - 2:00 p.m. | Register Now |
| How to Build a Strong Credit History as You Prepare for Homeownership | 3:00 p.m. - 4:00 p.m. | Register Now |
| Tuesday, September 12, 2023 | ||
| Retirement Planning Strategies | 8:30 a.m. - 10:30 a.m. | Register Now |
| Duke Health Care Benefits in Retirement (University Employees) | 11:00 a.m. - Noon | Register Now |
| Understanding Roth Contributions in Your Duke Retirement Plan | 1:00 p.m. - 2:00 p.m. | Register Now |
| Income Replacement – What You Need to Know about Disability Insurance | 3:00 p.m. - 4:00 p.m. | Register Now |
| Wednesday, September 13, 2023 | ||
| Your Retirement Plans at Duke (Non-exempt Employees) | 7:00 a.m. - 8:00 a.m. | Register Now |
| Your Retirement Plan at Duke (Exempt Employees) | 9:00 a.m. - 10:00 a.m. | Register Now |
| Retirement Income Planning for Her | 10:30 a.m. – 11:30 a.m. | Register Now |
| Social Security Benefits | 2:00 p.m. - 3:15 p.m. | Register Now |
| Thursday, September 14, 2023 | ||
| Five Money Musts for Young Investors | 10:00 a.m. – 11:00 a.m. | Register Now |
| Ask Fidelity Q&A – Creating a Budget You'll Actually Use | Noon - 12:30 p.m. | Register Now |
| Retirement Planning Strategies | 1:00 p.m. - 3:00 p.m. | Register Now |
| Duke Health Care Benefits in Retirement (DUHS Employees) | 4:00 p.m. - 5:00 p.m. | Register Now |
Webinar Descriptions
Ask Fidelity Q&A – Creating a Budget You'll Actually Use
Presented by Fidelity Investments (Presentation slides will be provided, no recording)
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 (Presentation will be recorded)
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 (Presentation will be recorded)
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 (Presentation slides will be provided, no recording)
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 (Presentation will be recorded)
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 (no recording)
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 (Presentation slides will be provided, no recording)
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 (Presentation will be recorded)
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 (Presentation slides will be provided, no recording)
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.
- Presentation Slides
- On Demand Webinar
- Savings and Spending Checkup Tool
- Budget Checkup Tool
- Student Debt Tool
Retirement Income Planning for Her
Presented by Fidelity Investments (Presentation slides will be provided, no recording)
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 (Presentation slides will be provided, no recording)
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.
- Presentation Slides
- Retirement Income Calculator
- Social Security Income Calculator
- RMD Calculator
- Fidelity Estate Planner
Social Security Benefits
Presented by Social Security Administration (Additional resources will be provided, no slides or recording)
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.
- Social Security - Update 2023
- When to start receiving retirement benefits
- Your Retirement Benefit: How It's Figured
- How Work Affects Your Benefits
- Frequently Accessed Online Services
Understanding Roth Contributions in Your Duke Retirement Plan
Presented by Fidelity Investments (Presentation slides will be provided, no recording)
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 (Presentation will be recorded)
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 (Presentation will be recorded)
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.