News from HR

Find out more about onsite visits from CAPTRUST, Fidelity and TIAA.

CAPTRUST Financial Advisors Individual Sessions
CAPTRUST Financial Advisors, the independent advisor that works on the UNC retirement program,  will be conducting individual consultations.

  • Thursday, Sept. 7 from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102  
  • Friday, Sept. 15 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.

Fidelity Representative Sessions
Fidelity representative Isaac White will be available on-site for one-on-one appointments and education sessions.

  • Wednesday, Sept. 6 from 9 a.m. to 4 p.m. at the Hillsborough HBT 10012  
  • Monday, Sept. 11 from 8 a.m. to 5 p.m. in the Medical School Wing (old Motel) C 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.


TIAA Session
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, Sept. 19 from 9 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. Register at www.tiaa.org/schedulenow or call 800 732-8353.


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