Upcoming Events

Learn about sessions from CAPTRUST and Fidelity, as well as webinars from Fidelity and TIAA.

CAPTRUST Financial Advisors Individual Session 

CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations on Thursday, Feb. 6 or Tuesday, Feb. 25 from 8 a.m. to 4 p.m. at 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:

  • 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 Morrisville 

A Fidelity representative will be available on-site for one-on-one appointments and education sessions Friday, February 14 from 8 a.m. to 4 p.m. in the 1025 Think Place, 4th floor Productive Conference Room.

Please register at www.fidelity.com/reserveor 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 Webinar

Click here to enroll in Create a Budget, Ditch Your Debt, and Start Building for the Future scheduled for Thursday, Feb. 13 from noon to 1 p.m.  This session goes over tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.


TIAA Webinars

Click here to enroll in any of these sessions:

  • Introduction to trusts on Tuesday, Feb. 11 from noon to 1 p.m.
  • Market-proof your retirement on Wednesday, Feb. 12 from noon to 1 p.m.
  • She’s Got It: A woman’s guide to saving and investing on Wednesday, Feb. 12 from 3 to 4 p.m.
  • Cybersecurity@home on Thursday, Feb. 13 from noon to 1 p.m. 
  • Within Reach: Transitioning from career to retirement on Thursday, Feb. 13 from 3 to 4 p.m. 

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