News from HR

Learn more about onsite visits from Fidelity at Morrisville, Hedrick and the Medical Center, and individual sessions with financial advisors from CAPTRUST.

Fidelity Representative Session at Morrisville (Lenovo Building 2)

Fidelity representative Cleo Morgan will be available on-site for one-on-one appointments and education sessions on Thursday, Sept. 28 from 10 a.m. to 2 p.m. in the Morrisville MO 3 Efficient (Lenovo Bldg 2).  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.


Fidelity Representative Visit at Hedrick

Fidelity representative Isaac White will be available Friday, Sept. 29 from 3 to 5 p.m. at the Hedrick Building Conference room G047 for on-site one-on-one appointments and education sessions.  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.


Fidelity Representative Visit

Fidelity representative Isaac White will be available Monday, Octo. 2 from 8 a.m. to 5 p.m. at the Medical School Wing C (old Motel) Room 102 for on-site one-on-one appointments and education sessions.  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 Session

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations on Monday, Oct. 9 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.
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