News from HR

Onsite visits from TIAA-CREF, AT&T, Ashford Lake Apartments, Glen Lennox Apartments, and CAPTRUST, information about the Benefits and Life Planning Workshop.

TIAA-CREF
You can discuss your personal financial situation with an experienced TIAA-CREF Financial Consultant on a confidential basis at no additional cost to you on Tuesday, April 12, from 9 a.m. to 4:30 p.m. in the Medical School Wing C (old Motel) Room 102. They are available to discuss how to help you pursue your financial goals by investing in financial products such as mutual funds, brokerage, life insurance and annuities.  Space is limited, so please RSVP as soon as you can. Register at www.tiaa-cref.org/schedulenow or call (800) 732-8353.


AT&T
Stop by and see our AT&T representative to find out about great deals and services on Tuesday, April 12, from 11 a.m.  to 2 p.m. at the Shared Services Center. If you are unable to attend, contact the representative directly: Stacey Graham at 919-480-7248 or sg3535@att.com.


TIAA-CREF
You can discuss your personal financial situation with an experienced TIAA-CREF Financial Consultant on a confidential basis Wednesday, April 13 ,from 10 a.m. to 4 p.m. at the Hedrick Building Conference Room 2040A. They are available to discuss how to help you pursue your financial goals by investing in financial products such as mutual funds, brokerage, life insurance and annuities.  Space is limited, so please RSVP as soon as you can. Register at www.tiaa-cref.org/schedulenow or call (800) 732-8353.


Ashford Lakes Apartments in Hillsborough
Stop by and see our representative from Ashford Lakes Apartments to explore their discount options on Wednesday, April 13, from 11 a.m. to 2 p.m. at the Hillsborough Hospital lobby near the main entrance. If you are unable to attend, contact the representative directly: Pamela d'Empaire at 919-732-8418 or Rent_Mgr@AshfordLakesApartments.com.


Glen Lennox Apartments
Stop by and see our Glen Lennox representative on Thursday, April 14, from 11 a.m. to 1 p.m. in the Children's Hospital lobby to find out about great apartment deals and services. If you are unable to attend, contact the representative directly: Kayse Renfro at 919-967-7081 or KRenfro@GrubbProperties.com.


CAPTRUST Financial Advisors
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations on Thursday, April 21, from 9 a.m. to 4 p.m. in the Old Motel – Wing C, Room 102. These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions. You can schedule an appointment for an individual session with a professional CAPTRUST Financial Advisor by clicking here.

You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s new interactive retirement readiness tool. To learn more about the Blueprint you can view a short, informative video by clicking here.  Topics covered in the half-hour individual sessions include, but are not limited to:

  • Understanding the changes to your plan and how they affect your retirement goals
  • Retirement planning and investment strategy
  • General financial planning
  • Assisting you with choosing a new retirement provider
  • Determining if you are on track to achieve your retirement goal

Benefits and Life Planning Workshop
Is retirement looming in your near future? This workshop scheduled for Friday, May 13, from 8 a.m. to 12 p.m. at the Hedrick Classroom #2 & 3 will discuss the Teachers’ and State Employees’ Retirement System benefits and Social Security. Please register through LMS, seating is limited. Eligible participants should meet the following criteria:

  • age 60 with at least 5 years of service
  • age 50 with at least 20 years of service
  • any age with at least 30 years of service
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