News from HR

Learn more about individual sessions from CAPTRUST, TIAA and Fidelity as well as a webinar from Fidelity.

CAPTRUST Financial Advisors Individual Session 

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. Sessions are:

  • Monday, Aug. 27 from 8 a.m. to 4 p.m. in the Medical School Wing C (old motel) Room 102 
  • Tuesday, Aug. 28 from 8 a.m. to 4 p.m. in the Medical School Wing C (old motel) Room 102 
  • Friday, Sept. 7 from 8 a.m. to 4 p.m. in the Medical School Wing C (old motel) Room 102

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

  • 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.

Click here to schedule an individual appointment.

Topics covered in the half-hour individual sessions include, but are not limited to the following:

  • Understanding the changes to your plan and how they affect your retirement goals
  • Retirement Planning and Investment Strategy
  • General Financial Planning
  • Assist you with choosing a new retirement provider
  • Determine if you are on track to achieve your retirement goal
  • Click here for more details.

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, Sept. 18 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.  You can call 1-800-732-8353 to register or click here to do online.  


Fidelity Session

A Fidelity representative will be available on-site Thursday, Sept. 6 from 1 to 5 p.m. in the Medical School Wing C (old Motel) Room 102 for 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 Webinar: Pay off Student Loans Faster – and Still Save for Your Future   

Explore ways to pay off student loan debt quickly and save for other financial goals. Hear tips and strategies to help evaluate your options and decide which make sense for you.

There are two sessions to pick from:

  • Tuesday, Aug. 28 from 1 to 2 p.m.
  • Wednesday, Aug. 29 from 1 to 2 p.m.

Click here to enroll now.

Following the event, you will receive a follow-up email with a link to watch the webcast on-demand so you can watch it again at your convenience or for the first time if you are unable to attend.

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