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