News from HR

Learn more about CAPTRUST individual sessions at Morrisville, webinars from Fidelity and TIAA, as well as information about the upcoming Maternity Workshop.

CAPTRUST Financial Advisors Individual Session at Morrisville

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations Friday, April 26 and Wednesday, May 1 from 8 a.m. to 2 p.m. at the 1025 Think Place Building 2, 4th floor Integrity Conference Room. 

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 enroll
  • 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.

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

Fidelity Webinars

Click here to register for any of the following classes.

Friday, April 26 from noon to 1 p.m.: Create a Budget, Ditch Your Debt, and Start Building For The Future -- Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals

Monday, April 29 from 10 to 11 a.m.: Identify and Prioritize Your Savings Goals -- Get strategies and tips on prioritizing and funding your specific savings goals, like buying a new home or car, saving for a child’s college, and more.

Monday, April 29 from noon to 1 p.m.: Get Started and Save for the Future You -- Learn the benefits of your workplace savings plan, how to enroll, and small steps you can take to save more.

Tuesday, April 30 from 2 to 3 p.m.: Invest Confidently For Your Future -- Learn how to build and manage a long-term investment plan—for all your accounts—that you can feel confident about.

Wednesday, May 1 from 2 to 3 p.m.: Quarterly Market Update -- Get the latest update on the market, including U.S. Equity, International Equity, and Fixed Income markets, as well as macro- and micro-economic updates.

Thursday, May 2 from noon to 1 p.m.: Learn The Basics of when and how to claim Social Security -- If you anticipate Social Security will be your primary source of income in retirement, learn when and how to claim your benefit.

Friday, May 3 from 10 to 11 a.m.: Make The Most of Your Retirement Savings -- Learn how to maximize your retirement savings, ways to save for retirement beyond your workplace savings plan, and steps you can take today to get prepared for retirement.

Friday, May 3 from 2 to 3 p.m.: Maximize Social Security in Your Retirement Strategy -- Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.

TIAA Webinar: The 411 on 529 college savings plans 

TIAA is providing this webinar Thursday, May 2 from noon to 1 p.m. about the 411 on 529 college savings plans. Click here to enroll now. 

Maternity Workshop 

The Maternity Workshop is scheduled for Friday, May 3 from 1:30 to 2:30 p.m. in the Women’s Conference Room 4 and goes over information such as: Family Medical Leave Act, Shared Leave Policy for Maternity Leave, Benefits Insurance Changes/Options, and Child Care Resources.  Click here to register through LMS.

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