News from HR

Learn more about TIAA webinars and onsite sessions, a web workshop on aging loved ones from Fidelity, and individual representative sessions from CAPTRUST.

TIAA Session
You can discuss your personal financial situation with an experienced TIAA Financial Consultant on a confidential basis at no additional cost to you Tuesday, Aug. 15, from 9 a.m. to 4 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.org/schedulenow or call 1-800-732-8353.


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.
•    Tuesday, Aug. 15 -- Special Topic: Demystifying Life Insurance from noon  to 1 p.m.  
•    Tuesday, Aug. 15 -- Charting Your Course: A financial guide for women from 3 to 4 p.m.
•    Wednesday, Aug. 16 -- Special Topic: Basic estate planning from noon to 1 p.m.
•    Wednesday, Aug. 16 -- Paying Yourself: Income options in retirement from 3 to 4 p.m. 
•    Thursday, Aug. 17 -- Special Topic: The 411 on 529 college savings plans from noon to 1 p.m.
•    Thursday, Aug. 17 -- Halfway There: A retirement checkpoint from 3 to 4 p.m.

If interested, please enroll for this live webinar at www.tiaa.org/webinars. 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.


Fidelity Web Workshop: Role Reversal: Taking Care of Aging Loved Ones
This workshop is designed to explore the lifestyle and financial impact of caring for loved ones as they get older, without losing sight of your own goals.  

  • Tuesday, Aug. 15, from 1 to 2 p.m. - Click here to register for this live webinar
  • Wednesday, Aug. 16, from 3 to 4 p.m. - Click here to register for this live webinar.

CAPTRUST Financial Advisors Individual Session
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations:
•    Friday, Aug. 18, from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
•    Monday, Aug. 21, from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102

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