picture your retirement: how are you framing your future?
TRANSCRIPT
Picture Your Retirement:
Picture Your Retirement:
How are you
framing your
future?
Personal Benefit StatementPersonal 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.
Personal Benefit StatementPersonal Benefit Statement
• Direct Pay
• Health & Wellness Benefits
• Retirement Savings
Financial Fitness Week at DukeFinancial 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
Financial Fitness Week EventsFinancial Fitness Week Events
www.hr.duke.edu/financialfitness
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
Financial Fitness Week EventsFinancial 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
Financial Fitness Week EventsFinancial 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
Financial Fitness Week EventFinancial 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
Financial Fitness Week EventsFinancial 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.
View complete list of workshops and descriptions and register to reserve a seat at
hr.duke.edu/financialfitness
View complete list of workshops and descriptions and register to reserve a seat at
hr.duke.edu/financialfitness