News from HR

Learn more about representative sessions with Fidelity at Hillsborough and UNC Medical Center, Fidelity webinars, TIAA sessions at Morrisville and TIAA webinars

Fidelity Session at Hillsborough 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday Nov. 9 from 10 a.m. to 3 p.m. at the Hillsborough HBT Conference Room 11011. 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 Session 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Thursday, Nov. 15 from 8 a.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102. 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 Webinars

Click on the title to register for any of these up-coming sessions.

  • Wednesday, Nov. 7 from 1 to 2 p.m. - Creating Your Retirement Income Plan: How do you shift from saving for retirement to spending in retirement and make sure you don’t run out of money? Learn how we can help you build your own retirement income plan so you make good decisions about your spending and investments all throughout your retirement. 
  • Thursday, Nov. 8 from 1 p.m. to 2 p.m. - Creating Your Retirement Income Plan: How do you shift from saving for retirement to spending in retirement and make sure you don’t run out of money? Learn how we can help you build your own retirement income plan so you make good decisions about your spending and investments all throughout your retirement. 

TIAA Session at Morrisville 

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. 20 from 11 a.m. to 4 p.m. at the Morrisville MO 4 Achieve (Lenovo Bldg 2) 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

Click here to register for any of these below webinars.

  • Tuesday, November 6 from noon to 1 p.m. -  SPECIAL TOPIC: The 411 on 529 college savings plans: TIAA is providing about 411 on 529 college savings plans.
  • Tuesday, Nov. 13 from noon to 1 p.m. - SPECIAL TOPIC: Estate planning: Taxing matters: TIAA is providing this webinar about estate planning with regards to taxing matters.
  • Tuesday, Nov. 13 from 3 p.m. to 4 p.m. - Start to Finish: TIAA is providing this webinar about early career woman’s guide to financial wisdom.
  • Wednesday, Nov. 14 from noon to 1 p.m. - SPECIAL TOPIC: Demystifying life insurance: TIAA is providing this webinar about demystifying life insurance.
  • Wednesday, Nov. 14 from 3 to 4 p.m. - Halfway There: TIAA is providing this webinar about a retirement checkpoint.
  • Thursday, Nov. 15 from noon to 1 p.m. - SPECIAL TOPIC: A view from DC: TIAA is providing this webinar about what the midterm results mean for 2019.
  • Thursday, Nov. 15 from 3 to 4 p.m. - Tomorrow in Focus: TIAA is providing this webinar about saving for your ideal retirement.
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