News from HR

More information about webinars and in-person session with TIAA, visits to Chapel Hill and Morrisville from Prudential, Fidelity representative sessions in Hillsborough, CAPTRUST individual sessions, as well as about the upcoming Maternity Workshop.

TIAA Webinar Sessions

TIAA holds 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.  Upcoming sessions are:

  • Money at Work 1: Foundations of Investing on Tuesday, Oct. 17 from noon to 1 p.m.
  • Special Topic: Planning for diminished capacity and illness on Wednesday, Oct. 18 from noon to 1 p.m.
  • Tomorrow in Focus: Saving for your ideal retirement on Thursday, Oct. 19 from noon to 1 p.m.
  • Special Topic: All About IRAs on Thursday, Oct. 19 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.


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 on Tuesday, Oct. 17 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 800-732-8353.


Prudential 401k/457 Session

NC 401(k) & 457 plan representative Christy Kelly will be available for one-on-one appointments to answer your questions and help you plan for retirement Monday, Oct. 16 from 8 a.m. to 5 p.m. in the Medical School Wing C, Room 102. Please email christy.kelly@prudential.com or call 919-602-8226 to schedule your appointment.


Prudential 401k/457 Session in Morrisville

NC 401(k) & 457 plan representative Christy Kelly will be available for one-on-one appointments to answer your questions and help you plan for retirement on Tuesday, Oct. 17 from 9 a.m. to 3 p.m. at the Morrisville MO – 4 Productive (HR) Room.  Please email christy.kelly@prudential.com or call 919-602-8226 to schedule your appointment.


Fidelity Representative Sessions at Hillsborough

Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions Monday, Oct. 16 from 10 a.m. to 4 p.m. at the Hillsborough HBT 10012.  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.


CAPTRUST Financial Advisors Individual Session

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations Monday, Oct. 18 from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) 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 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.

Maternity Workshop

The Maternity Workshop scheduled for Friday, Nov. 3 from 1:30 to 2:30 p.m. at the Women’s Conference Room 4 will go over information such as: Family Medical Leave Act, Shared Leave Policy for Maternity Leave, Benefits Insurance Changes/Options, and Child Care Resources.  Please register through LMS as seating is limited.

Filed under: