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Webinar: Retirement Planning Strategies

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. Presenters: Drew Glassman; Ryan Schoendorf, Fidelity Investments +++++++ Join us for four days of virtual sessions designed to help you strengthen your financial foundation-brick by brick. From retirement planning and budgeting to investing basics and Social Security strategies, you'll gain practical insights you can put to work right away. Learn about Duke retiree benefits, Medicare essentials, and find out where you can access a full range of planning tools. Plus, get an exclusive first look at our new Health Savings Account (HSA) option-available with the upcoming High Deductible Health Plan launching in 2026. Whether you're just starting your financial journey or refining your retirement strategy, this is your chance to build confidence and focus. You can expect expert insights, practical tips, opportunities to ask questions, and plenty of resources to help you feel empowered about your future.

Categories

Information Session, Webcast