News from HR

Learn more about sessions and webinars with TIAA, Fidelity representative sessions at UNC Medical Center and the Hillsborough campus, as well as individual sessions with Prudential.

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. They are available Tuesday, Nov. 14, from 9 a.m. to 4 p.m. in the Medical School Wing C (old Motel) Room 102 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 (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.  Next sessions are:

  • Special Topic: Demystifying Life Insurance on Tuesday, Nov. 14, from noon to 1 p.m.
  • Paying Yourself: Income options in retirement on Tuesday, Nov. 14, from 3 to 4 p.m.
  • Special Topic: Estate planning—taxing matters on Wednesday, Nov. 15, from noon to 1 p.m.
  • Start to Finish: The early career woman’s guide to financial wisdom on Wednesday, Nov. 15, from 3 to 4 p.m.
  • SPECIAL TOPIC: The 411 on 529 college savings plans on Thursday, Nov. 16, from noon to 1 p.m.
  • Within Reach: Transitioning from career to retirement on Thursday, Nov. 16, 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 Representative Session

Fidelity representative Isaac White will be available Friday, Nov. 10, from 8 a.m. to 5 p.m. in the Medical School Wing (old Motel) C Room 102 on-site for one-on-one appointments and education sessions. Please register at www.fidelity.com/reserve or call (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.


Fidelity Representative Sessions at Hillsborough

Fidelity representative Isaac White will be available on-site Tuesday, Nov. 14, from 8 a.m. to 2 p.m. at the Hillsborough HBT 10012 for one-on-one appointments and education sessions. Please register at www.fidelity.com/reserve or call (800) 642-7131.


Prudential 401k/457 Session

NC 401(k) & 457 plan representative Christy Kelly will be available Thursday, Nov. 16, from 9 a.m. to 3 p.m. in the Medical School Wing C, Room 102 for one-on-one appointments to answer your questions and help you plan for retirement. Please email christy.kelly@prudential.com or call (919) 602-8226 to schedule your appointment.

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