News from HR

Learn more about Captrust Financial Advisors Individual Sessions, Fidelity Session and the upcoming Maternity Workshop

CAPTRUST Financial Advisors Individual Session 

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations Thursday, July 17 from 8 a.m. to 2 p.m. at the Morrisville, MO-4 Integrity Conference Room and on Tuesday, July 22 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

Fidelity Sessions at Different locations 

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

  • Hillsborough Campus on Friday, July 19 from 8 a.m. to 3 p.m. at the HBT-10012 Conference Room.
  • UNC Hospitals on Friday, July 26 from 8 a.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102.
  • Morrisville on Monday, July 29 from 8 a.m. to 3 p.m. at the Morrisville Think Place 1025 MO-4 Integrity Conference Room.

Please register at www.fidelity.com/reserve or call 1-800-642-7131 for any of these locations.

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.


Maternity Workshop 

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

Please register through LMS.

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