News from HR

Onsite visits and web workshops by Fidelity and webinars by TIAA.

Fidelity Representative Session at Carolina Crossing
Fidelity 403b representative Isaac White will be available onsite for one-on-one appointments and education sessions on Friday, Aug. 12, from 1 to 5 p.m. at the UNC Kittner Eye Center Conference Room 365. Please register at www.fidelity.com/reserve or call 1-800-642-7131.


Fidelity Web Workshop

  • Monitoring Your Portfolio -- Friday, Aug. 12, from 2 to 3 p.m.  
    • This workshop is designed to help you understand the importance of monitoring your portfolio, evaluating your current approach, and rebalancing your investments to better meet your savings goals.
  • Make the Most of Your Retirement Savings -- Monday, Aug. 15, from 2 to 3 p.m.
    • This workshop is designed to help you understand the importance of retirement savings.
  • Create a Budget, Ditch Your Debt and Start Saving for the Future -- Thursday, Aug. 18, from 8 to 9 p.m. 
    • This workshop is designed to help you understand the importance of a budget, and how to start saving.

Click here to register for these live webinars (can ask questions at end). Or click here to view past webinars (view only).


Fidelity Representative Session
Fidelity 403b representative Isaac White will be available onsite for one-on-one appointments and education sessions on Tuesday, Aug. 16, from 8 a.m. to 5 p.m. in the Medical School Wing (old Motel) C Room 102. Please register at www.fidelity.com/reserve or call 1-800-642-7131.


TIAA Webinars
TIAA is introducing webinars through its interactive site called the Virtual Environment. This innovative resource offers users 24/7 access to a wide range of articles, on-demand seminars, and live monthly seminars on a variety of essential financial topics.

  • Estate Planning – preparing for and thriving in retirement -- Tuesday, Aug. 16, from noon to 1 p.m.  
  • Special Topic: Dismantling myths about annuities -- Wednesday, Aug. 17, from noon to 1 p.m.  
  • Halfway There: A retirement checkpoint -- Wednesday, Aug. 17, from 3 to 4 p.m.  
  • Paying Yourself: Income options in retirement -- Thursday, Aug. 18, from noon to 1 p.m.
  • Charting Your Course: A financial guide for women -- Thursday, Aug. 18, from 3 to 4 p.m. 

If interested in any of these live webinars, please go to www.tiaa.org/ve. You will need to setup a login account using your email and a password. Then, you can register for this and any other live webinars TIAA offers and will get email confirmations as well. These live events will give participants real world financial tips, tactics and techniques to help start, build, and maintain your retirement savings. Space at these webinars is on a first-come, first-served basis.

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