News from HR

Learn more about Fidelity sessions (Chapel Hill) and webinars; TIAA sessions (Morrisville), webinars and their digital estate planning service; and CAPTRUST individual sessions.

Fidelity Sessions 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Monday, May 13 from 8 a.m. to 3 p.m. and Friday, May 17 from 8 a.m. to 4 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 Webinars

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

  • Get Started and Save for the Future You - Monday, May 13 from 10 to 11 a.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, May 13 from noon to 1 p.m. - Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.
  • Identify and Prioritize Your Savings Goals – Tuesday, May 14 from 4 to 5 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.
  • Invest Confidently For Your Future – Wednesday, May 15 from noon to 1 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, May 16 from 10 to 11 a.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, May 17 from noon to 1 p.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, May 17 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.

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, May 21 from 11:30 a.m. to 4:30 p.m. at the Morrisville 1025 Think Place MO – 4 Integrity 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.  Go here to register: www.tiaa.org/schedulenow or call 800-732-8353. 


TIAA Webinars

Click here to enroll now for any of the following sessions. 

  • Understanding Medicare - Tuesday, May 14 from noon to 1 p.m. - This webinar is about understanding medicare.
  • Sharpening investment skills - Tuesday, May 14 from 3 to 4 p.m. - This webinar is about putting your money to work by sharpening your investment skills.
  • A woman’s guide to saving and investing – Wednesday, May 15 from noon to 1 p.m. - This webinar is a woman’s guide to saving and investing.
  • Demystifying life insurance – Thursday, May 16 from noon to 1 p.m. - This webinar about demystifying life insurance.

TIAA Safe Estate – Estate Planning

TIAA Safe Estate is a free interactive digital service where you can store your most important documents (e.g. birth certificate, wills, health proxy insurance policy.)  We often don't think about these things until we need to. But with TIAA Safe Estate, you can organize all your personal information and keep it secure until you and your loved ones need it.  Would your family know where to find the will?  Where do you store your tax records?  This service helps you to think about these things and gives you a way to organize it.


CAPTRUST Financial Advisors Individual Session 

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations Thursday, May 16 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
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