The Private Diagnostic Clinic (PDC) has arranged retirement planning seminars for its faculty members. Learn more below.
Last year the PDC announced new enhancements related to the PDC 401k Retirement Plan as well as other retirement planning options offered by CAPTRUST Financial Advisors.
CAPTRUST representatives will be conducting a one-hour seminar to review these benefits in more detail and answer any questions you may have. As a reminder, CAPTRUST is a group that has worked as an independent advisor to the PDC Retirement Plan and our retirement committee for a number of years.
The seminars will be held on the following dates:
April 25, 2013 5:00 PM-6:00 PM Duke North, Conference Room 2002 April 30, 2013 7:00 AM-8:00 AM Duke North, Conference Room 2001
No reservations are necessary. This seminar is being offer to PDC Members and/or their spouses or significant others. Some of the topics that will be discussed at the seminar include:- PDC 401k Model’s – what are they and how to access
- CAPTRUST’s offering with the PDC
- Global asset allocation review and recommendations
- Retirement savings strategies
- Retirement income planning
- College savings
- Challenge you to think about Estate, Tax, & Insurance needs and planning
- How to contact CAPTRUST and what the process typically entails