News from HR

Individual sessions and online workshops with Fidelity, plus individual sessions with CAPTRUST and TIAA-CREF.

Fidelity Financial Consultant Individual Session
Fidelity 403b representative Isaac White will be available onsite for one-on-one appointments and education sessions on Monday, Aug. 1, 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.

As someone who helps others for a living, your own financial well-being is often the last thing on your mind. That’s why Fidelity is here to help you develop a real, relevant plan for your investments. And we can do it on your terms. Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we’re committed to helping you meet your goals.


CAPTRUST Financial Advisors Individual Sessions
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations. 

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. They will be held on the following:

Date

Time

Location

Tuesday, Aug. 2

8 a.m. to 5 p.m.

Hedrick Building G047 Conference Room

Wednesday, Aug. 3

8 a.m. to 5 p.m.

Hospital (Old Motel) – Medical School Wing C, Room 102  

Thursday, Aug. 4

11 a.m. to 5 p.m.

Shared Services Center Conference Room 1105

Or schedule a time over the phone at your convenience by clicking here.

You can schedule an appointment for the individual sessions with a professional CAPTRUST Financial Advisor by following these simple steps:

  • Click here to schedule an individual appointment.
  • Choose the location
  • Choose an available 30-minute session
  • Enter your information and click “Schedule It”
  • A confirmation email will then be sent immediately
  • A reminder email will also be sent 24 hours in advance of the meeting
  • If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.

 Fidelity Online Web Workshops

  • Monitoring Your Portfolio scheduled for Tuesday, Aug. 2, from noon to 1 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. 
  • Quarterly Market Update scheduled for Wednesday, Aug. 3, from 4 to 5 p.m. This workshop is designed to help you understand and get an update about the market.
  • Make the Most of Your Retirement Savings scheduled for Thursday, Aug. 4, from 6 to 7 p.m. This workshop is designed to help you understand the importance of saving for retirement.
  • Thrive: Women & Investing – Helping You Make Financial Progress scheduled for Friday, Aug. 5, from noon to 1 p.m. This workshop is designed to help you understand the importance of building a portfolio to meet your saving goals.

Click here to register for any of these live webinars (can ask questions at end).


TIAA-CREF Financial Consultant Individual Session
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, Aug. 9, 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.