News from HR

Learn more about a new financial wellness resource from Fidelity, as well as representative sessions from Fidelity and TIAA.

Fidelity News

Finding financial help can be challenging. Not the automated, one-size-fits-all kind of help you get when you search online, but the useful and reliable kind that has you in mind.

In October, UNC Health Care will be introducing a new financial wellness resource that will make it easier for you to find the help you’re looking for. A place to turn to for information and suggestions about all sorts of everyday money situations. Not just a bunch of random things, but topics, tools, and considerations—sorted and prioritized for you.

Check out this short video for a preview of what’s to come, and stay tuned for more details in October.


Fidelity Session 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions on:

  • Friday, Sept. 28 from 8 a.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102.  
  • Tuesday, Oct. 2 from 8 a.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102.  
  • Wednesday, Oct. 10 from 9 a.m. to 5 p.m. in the Hillsborough HBT Conference Room 10012.

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.


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, Oct. 16 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 1-800-732-8353.

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