Have questions or want to develop a better financial plan in 2020? View details on upcoming sessions with Fidelity, CAPTRUST, and TIAA.
Fidelity Sessions
A Fidelity representative will be available on-site for one-on-one appointments and education sessions from 8 a.m. – 3 p.m. on Friday, Jan. 3, 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.
CAPTRUST Financial Advisors Individual Session
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program, will be conducting individual consultations on Tuesday, Jan. 7, from 8 a.m. – 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
Fidelity Sessions at Morrisville
A Fidelity representative will be available on-site for one-on-one appointments and education sessions Tuesday, January 14th from 8:00 AM to 4:00 PM in the 1025 Think Place 4th floor Productive 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.
Fidelity Webinar – Get Started and Save for the Future You
On Wednesday, Jan. 15, from noon – 1 p.m. learn the benefits of your workplace savings plan, how to enroll, and small steps you can take to save more. Click here to enroll now for this session.
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 Thursday, January 16th from 10:00 AM to 2:00 PM at the Morrisville MO 4 Productive (Lenovo Bldg 2) 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.