News from HR

Learn more about Fidelity webinars, Fidelity sessions at Wakebrook and UNC Hospitals , individual representative sessions CAPTRUST at UNC Hospitals and Morrisville, and TIAA webinars.

Fidelity Webinars

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

  • Your College Savings Options: Friday, June 7 from 10 to 11 a.m. - Learn about strategies and different options for effectively planning and saving for a child’s college education.
  • Plan For the Reality for Healthcare in Retirement: Friday, June 7 from noon to 1 p.m. - Learn about the costs of health care in retirement and how you can prepare for them.
  • Get Started and Save for the Future You: Monday, June 10 from 2 to 3 p.m. - Learn the benefits of your workplace savings plan, how to enroll, and small steps you can take to save more.
  • Create a Budget, Ditch Your Debt, and Start Building For The Future: Monday, June 10 from 4 to 5 p.m. - Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.
  • Organize, plan, & own your future. Making Financial Health a Priority for Women: Tuesday, June 11 from 8 to 9 a.m. - Designed for women investors, this workshop will help you take better control of your finances and move from saving to investing.
  • Invest Confidently For Your Future: Wednesday, June 12 from 2 to 3 p.m. - Learn how to build and manage a long-term investment plan—for all your accounts—that you can feel confident about.
  • Learn The Basics of when and how to claim Social Security: Thursday, June 13 from 2 to 3 p.m. - If you anticipate Social Security will be your primary source of income in retirement, learn when and how to claim your benefit.
  • Make The Most of Your Retirement Savings: Friday, June 14 from 10 to 11 a.m. - 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.
  • Maximize Social Security in Your Retirement Strategy: Friday, June 14 from 2 to 3 p.m. - Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.

Fidelity Sessions at Wakebrook 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, June 7 from 8 a.m. to noon  at the Wakebrook Conference room 107.  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 Monday, June 10 from 10 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.

  • Tuesday, June 11 from 8 a.m. to 5 p.m. in the Hospital Medical School Wing C (old motel) Room 102 
  • Wednesday, June 12 from 8 a.m. to 5 p.m. at the Morrisville, MO-4 Achieve 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

TIAA Webinar Sessions

Click here to enroll in any of the following sessions. 

  • Financial planning for the LGBT community: Tuesday, June 11 from noon to 1 p.m. - TIAA is providing this webinar about financial planning for the LGBT community.
  • Market-proof your retirement: Tuesday, June 11 from 3 to 4 p.m. - TIAA is providing this webinar about how to market-proof your retirement.
  • Income options in retirement: Wednesday, June 12 from noon to 1 p.m. - TIAA is providing this webinar about income options in retirement.
  • The early career woman’s guide to financial wisdom: Wednesday, June 12 from 3 to 4 p.m. - TIAA is providing this webinar about an early career woman’s guide to financial wisdom.
  • How smart investors ride out market volatility: Thursday, June 13 from noon to 1 p.m. - TIAA is providing this webinar about how smart investors ride out market volatility.
  • Managing income and debt: Thursday, June 13 from 3 to 4 p.m.
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