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Retirement Planning Workshop
Sponsored by Duke Benefits and Ernst and Young
The Retirement Planning Workshop is designed to provide employees who are considering retiring in the near term (age 50 and over) with valuable information about the many benefits available to them in retirement. The workshop covers critical issues such as determining how much savings is enough 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 and estate planning. | REGISTER NOW!
Managing Your Retirement Portfolio during Market Fluctuations
Sponsored by DWS Investments (Scudder)
The workshop helps participants find their comfort level with market risk and learn to accept market volatility as part of their long-term retirement planning strategy. This workshop also covers investment strategies, such as the importance of diversification. | REGISTER NOW!
Understanding Social Security Benefits in Retirement
Sponsored by Social Security
This workshop will help attendees understand how Social Security benefits can help supplement other retirement income. This workshop will also include information about Medicare. | REGISTER NOW!
Homebuying
Sponsored by Duke Credit Union
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Weathering the Storm during Market Downturns
Sponsored by AIG Retirement/VALIC
During this presentation, participants will learn financial tips about how to weather market downturns and gain a better understanding of both the challenges and opportunities within today's market. This presentation will also review the strengths and stability of the companies that make up AIG Retirement (VALIC). | REGISTER NOW!
Credibility and Budgeting
Sponsored by Duke Credit Union
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Make a Smooth Transition to Retirement
Sponsored by Vanguard
The workshop is focused on participants who are nearing retirement (3-10 years from now). This hour-long workshop will help participants to determine their retirement readiness, to rescue their retirement when facing a shortfall, and to understand advice options available through their plan. | REGISTER NOW!
Quarterly Market Update
Sponsored by Fidelity Investments
This seminar will focus on the driving forces behind recent developments influencing the financial markets and the U.S. economy. The seminar will help answer to questions such as: "What drives changes in bond-market interest rates and valuations?" It will also look at the factors affecting the performance of domestic and international equity markets. | REGISTER NOW!
Plastic Surgery: Getting Out of Credit Card Debt
Sponsored by Duke Credit Union
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Investing for Life's Goals
Sponsored by TIAA-CREF
This seminar will focus on how to define goals and time horizon, understanding risk and return tradeoffs and the importance of watching expenses. It will also provide a few case studies of typical investor strategies. | REGISTER NOW!
Staying on Track in a Volatile Market
Sponsored by Duke Credit Union, TIAA CREF
This seminar will focus on the economic outlook, understanding market volatility, the importance of asset allocation and diversification, as well as looking for opportunities in a downturn. | REGISTER NOW!
Conducting Your Own Annual Investment Review
Sponsored by DWS Investments (Scudder)
This educational workshop is designed to encourage participants to perform an annual review in order to evaluate their current financial situation and to start taking the necessary steps to achieve their long-term retirement savings goals. Time will be spent discussing the four steps to effective financial management, conducting a retirement plan check-up and valuable tools to help participants manage their retirement account. | REGISTER NOW!
Take the Wheel (Car Buying)
Sponsored by Duke Credit Union
| REGISTER NOW!
Online Resources
Can't make the workshops? You can find more information about your benefits using the following online tutorials:
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