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Retirement Planning Workshop

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Wednesday, May 25, 2016
1:00 pm - 5:00 pm
Lynn Ball and Duke Benefits
Financial Fitness Week 2016

This four-hour workshop is designed to provide you with valuable information about the benefits available to you in retirement. 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, tips on choosing a financial advisor, distribution options and estate planning. It will also cover the Rule of 75 and the impact on retiree benefits. For employees that pre-register for the seminar, a personalized statement detailing when you meet the Rule of 75 (based on current factors) will be provided at check-in.

This event is part of Financial Fitness Week (May 23 - 26, 2016), when staff and faculty can attend free seminars to learn more about Duke's retirement plans, preparing a budget, handling investments and more.