News from HR

Find out more about Fidelity sessions at UNC Medical Center and Wakebrook, Fidelity webinars, TIAA sessions in Chapel Hill and CAPTRUST Financial Advisors Individual Session in Chapel Hill and Morrisville.

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.


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 Webinars

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

  • Make The Most of Your Retirement Savings – Friday, May 24 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.
  • Learn The Basics of when and how to claim Social Security  – Friday, May 31 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.
  • Maximize Social Security in Your Retirement Strategy – Monday, June 3 from noon to 1 p.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 - Monday, June 3 from 4 to 5 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.
  • Take The First Step to Investing – Tuesday, June 4 from 10 to 11 a.m. - Learn key investing concepts, common investment types and how to choose your investment approach.
  • Identify and Prioritize Your Savings Goals – Wednesday, June 5 from noon to 1 p.m. - 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.
  • Turn Your Savings Into Retirement Income – Thursday, June 6 from 6 to 7 p.m. - Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.
  • 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.

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 Tuesday, June 4 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.  


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
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