News from HR

Learn more about a Fidelity Estate Planning workshop, Fidelity sessions at the Medical Center and Morrisville, CAPTRUST individual sessions, TIAA sessions and information about the upcoming Maternity Workshop.

Fidelity Workshop: Estate Planning: Preserving Your Savings for Future Generations 

Come to learn more about preserving your savings.  This workshop is located at Morrisville Think Place 1025 MO 4 Integrity Conference Room from 11 a.m. to noon on Tuesday, April  16.  Seating is limited for this workshop.  Please register at www.fidelity.com/reserve or call 800-642-7131.


Fidelity Sessions at Morrisville 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Tuesday, April 16 from 10 to 11 a.m. and from noon to 4 p.m. in the Morrisville Think Place 1025 MO 4 Integrity Conference Room.  Please register at www.fidelity.com/reserve or call 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 Sessions 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Thursday, April 18 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 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 Friday, April 26 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.

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

TIAA Sessions 

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 Wednesday, April 24 from 11 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 click here to register: www.tiaa.org/schedulenow or call 800-732-8353.


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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