Build a Secure Financial Future with Financial Fitness Week 2024
Join Duke's Financial Fitness Week from September 16-19, 2024 to gain the knowledge and tools you need to achieve your financial goals. This annual event, hosted by Duke Human Resources, offers free live webinars led by experts from Fidelity, Duke Benefits, Lincoln Financial Group, the Duke Credit Union, the Social Security Administration, and more. Discover strategies for a stronger financial foundation and take steps toward realizing your dreams. Don't miss this opportunity—register today.
If you can't attend live this year, on-demand financial webinars from Fidelity are available anytime.
2024 Webinar Offerings
Monday, Sep 16
Managing My Money: Budget, Emergency Savings, and Debt Basics
Monday, September 16, 2024
9:00 a.m. - 10:00 a.m.
Presented by Fidelity | 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.
Invest Confidently for Your Future in Your Duke Retirement Plan
Monday, September 16, 2024
11:00 a.m. – Noon
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.
Resources
- Planning & Guidance Center
- Investment Performance and Research: Netbenefits.com > Quick Links > Investment Performance and Research
Life Insurance at Various Stages of Your Life and Career
Monday, September 16, 2024
1:00 p.m. - 2:00 p.m.
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 $10,000 basic life policy at no cost to you; 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.
Duke Federal Credit Union Credit and Home Buying Seminar
Monday, September 16, 2024
3:00 p.m. - 4:00 p.m.
Presented by Duke Federal Credit Union
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.
Tuesday, Sep 17
Retirement Planning Strategies
Tuesday, September 17, 2024
8:30 a.m. - 10:30 a.m.
Presented by Fidelity | 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.
Duke Health Care Benefits in Retirement (Duke University Employees)
Tuesday, September 17, 2024
11:00 a.m. – Noon
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 health benefits available to you in retirement. This workshop covers eligibility for retiree health and dental benefits, how the Rule of 75 is determined and the impact this has on retiree benefits. The goal is to provide you with useful information as you begin to plan for retirement.
Understanding Roth Contributions in Your Duke Retirement Plan
Tuesday, September 17, 2024
1:00 p.m. - 2:00 p.m.
Presented by Fidelity | Recommended for All Ages
This workshop will help you understand the potential benefits of having Roth (after-tax) 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.
Income Replacement: What You Need to Know About Disability Insurance
Tuesday, September 17, 2024
3:00 p.m. - 4:00 p.m.
Hosted by The Hartford | 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.
Wednesday, Sep 18
Your Retirement Plan at Duke for Exempt Employees
Wednesday, September 18, 2024
9:00 a.m. - 10:00 a.m.
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.
Retirement Income Planning for Her
Wednesday, September 18, 2024
10:30 a.m. – 11:30 a.m.
Presented by Fidelity | Recommended for Women
This webinar is designed for women investors who want to get started planning for their retirement, and for working women who want to feel confident about their retirement strategies. This workshop will help you learn more about your retirement savings plan options, where to find more resources, and how to plan for future income.
Social Security Benefits
Wednesday, September 18, 2024
2:00 p.m. - 3:15 p.m.
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 my Social Security account and print out your Social Security Statement before attending the workshop.
**Note: no pre-registration for the Social Security workshops - just add the link to your calendar by clicking below.
Thursday, Sep 19
Your Retirement Plans at Duke for Non-Exempt Employees
Thursday, September 19, 2024
9:00 a.m. - 10:00 a.m.
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.
Social Security Benefits
Thursday, September 19, 2024
10:00 a.m. - 11:15 a.m.
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 my Social Security account and print out your Social Security Statement before attending the workshop.
**Note: no pre-registration for the Social Security workshops - just add the link to your calendar by clicking below.
Duke Health Care Benefits in Retirement (DUHS Employees)
Thursday, September 19, 2024
Noon - 1:00 p.m.
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 health benefits available to you in retirement. This workshop covers eligibility for retiree health and dental benefits, how the Rule of 75 is determined and the impact this has on retiree benefits. The goal is to provide you with useful information as you begin to plan for retirement.
Retirement Planning Strategies
Thursday, September 19, 2024
1:00 p.m. – 3:00 p.m.
Presented by Fidelity
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.