1 / 10

Picture Your Retirement:

Picture Your Retirement:. How are you framing your future?. Personal Benefit Statement. Your statement should arrive at your home in early May. It provides an overview of Duke ’ s investment in you.

finna
Télécharger la présentation

Picture Your Retirement:

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related