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Picture Your Retirement:

Explore Duke's investment in you with the Personal Benefit Statement arriving in May. Attend Financial Fitness Week to learn how to optimize your benefits, retirement savings, and insurance coverage. Industry experts will provide insights on investing, retirement planning, and more, with events both onsite and online. Don't miss the Retirement Planning Workshop for employees 55+ with 10 years of service. Access additional online resources at www.hr.duke.edu/financialfitness for tailored tools to plan for retirement.

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Picture Your Retirement:

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  1. Picture Your Retirement: How are you framing your future?

  2. Personal Benefit Statement • Your statement should arrive at your home in early May. • It provides an overview of Duke’s investment in you. • The statement also offers you the chance to review your benefits and ensure insurance coverage meets the needs of you and your family.

  3. Personal Benefit Statement • Direct Pay • Health & Wellness Benefits • Retirement Savings

  4. Financial Fitness Week at Duke • Learn more about how to take advantage of your benefits at Duke. • Hear from industry experts on investing, retirement planning, insurance, etc. • Family members welcome

  5. Financial Fitness Week Events • May 20 •Cyber Monday Online Webinars • 11 a.m. – 3 p.m.    • Tune in from your desk • for seminars on • Target Retirement Funds • Distribution Options at Retirement • Estate Planning • Workplace Savings Programs www.hr.duke.edu/financialfitness

  6. Financial Fitness Week Events May 22 •Searle Center Seminars 8 a.m. Investing for Life’s Goals 9 a.m.   Retirement Income Planning: Distribution Planning for Today’s Retirement 10 a.m. Consider a Target Retirement Fund 11 a.m.                        Creditability: Build a Strong Credit History Noon – 2 p.m. Information Booths 1 p.m.                          Retirement Income Planning: Shifting from Saving to Spending 2 p.m.                          Your Retirement Plans at Duke 3 p.m.     Understanding Social Security in Retirement

  7. Financial Fitness Week Events 4-hour Retirement Planning Workshop for employees age 55 or over with 10 years of service: May 22 8 a.m. – Noon at Searle Center OR 1 p.m – 5 p.m at Duke Regional Hospital

  8. Financial Fitness Week Event Additional workshops held at Duke Regional Hospital Tuesday, May 7 11:30 a.m. & 3 p.m. -- Retirement Strategies for Women Noon -- Creditability: Build a Strong Credit History 12:30 & 2 p.m. -- Investing for Life’s Goals 2:30 p.m. -- Your Retirement Plans at Duke

  9. Financial Fitness Week Events Additional Online Resources Visit www.hr.duke.edu/financialfitness for more than two dozen additional online resources – videos, calculators, and more – to help you plan for retirement.

  10. View complete list of workshops and descriptions and register to reserve a seat at hr.duke.edu/financialfitness

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