News from HR

Learn more about Fidelity webinars and sessions (at UNC Medical Center and Hillsborough), TIAA sessions at Morrisville, CAPTRUST Financial Advisory individual sessions, as well as information about the upcoming Maternity Workshop

Fidelity Webinars

Click here to register for any of the following sessions that interest you. 

  • Maximize Social Security in Your Retirement Strategy: Friday, June 28 from 10 to 11 a.m. - Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.
  • Preserving Your Savings for Future Generations: Friday, June 28 from noon to 1 p.m. - Learn about the components of an estate plan, including information on wills versus probate, powers of attorney, healthcare proxies, and the importance of gifting and insurance replacement strategies.

Fidelity Sessions 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Monday, July 1 from 8 a.m. to 5 p.m.  and Tuesday, July 9 from 8 a.m. to 3 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 Sessions at Hillsborough 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, July 19 from 8 a.m. to 3 p.m. at the HBT-10012 Conference Room.  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 Sessions 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, July 16 from 8 a.m. to 3 p.m. at the Morrisville 1025 Think Place MO 4 Achieve conference room 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 1-800-732-8353.  


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 18 from 8 a.m. to 2 p.m. at the Morrisville, MO-4 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 schedule a session
  • 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

Maternity Workshop 

A Maternity Workshop is scheduled for Friday, August 2 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.  Please register through LMS as seating is limited.

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