News from HR

Take advantage of in-person sessions and webinars held by 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 on:

  • Friday, Feb. 24, from 11 a.m. to 2 p.m. at the Hedrick Building G047 Conference Room
  • Wednesday, March 1, from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
  • Friday, March 3, from 8 a.m. to 5 p.m. in the Medical School Wing C (old motel) Room 102
  • Monday, March 6, 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 onsite for one-on-one appointments and education sessions on:

  • Monday, Feb. 27, from 8 to 11 a.m. in the Medical School Wing (old Motel) C Room 102  
  • Monday, Feb. 27, from 1:30 to 5 a.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.


Fidelity Group Workshop: Identify and Prioritize Your Savings Goals
Fidelity 403b representative Isaac White will be available onsite conducting this group workshop on Monday, Feb. 27, from noon to 1 p.m. in the Women’s Hospital Conference Room 4.

Please register at www.fidelity.com/reserve or call 1-800-642-7131. Please be sure to select “available workshops” and “University of North Carolina System” as your employer and "UNC Health Care" as the preferred location to ensure you see our workshops and not the university workshops.

As you plan for multiple retirement goals, it’s important to ask the right questions and make sure you are making the most of your investment choices. At Fidelity, we’ll give you straightforward answers to your retirement questions, as well as guidance on investing and retirement strategies to help you stay on track. Here are some questions you may be asking yourself:

  • Are my current investments appropriate?
  • How do I oversee my entire retirement portfolio when I have several accounts
  • Where do I find guidance to help me figure out if I’ve saved enough money to retire?

Fidelity has over 68 years of investing experience, and as a leading retirement provider to higher-education institutions, we’re committed to helping you meet your goals.


Fidelity Web Workshop
The following web based workshops on Monday, Feb. 27, are available to you:

  • Create a Budget, Ditch Your Debt and Start Saving for the Future – four different sessions each lasting one hour from 3 to 7 p.m.
  • Take the First Step to Investing – four different sessions each lasting one hour from 5 to 9 p.m.

The following web based workshops on Friday, March 3, are available to you:

  • Create a Budget, Ditch Your Debt and Start Saving for the Future - four different sessions each lasting one hour from 11 a.m. to 2 p.m.

Click here to register for one or more of these live webinars (you must login to Net Benefits to go to the webinar section).


TIAA Webinar: Special Topic: Protect you, your family, and your money
TIAA is introducing webinars through its interactive site called the Virtual Environment. This innovative resource offers users 24/7 access to a wide range of articles, on-demand seminars, and live monthly seminars on a variety of essential financial topics. This next webinar is scheduled for Tuesday, Feb. 28, from noon to 1 p.m.

If interested, please enroll for this live webinar at www.tiaa.org/ve. You will need to setup a login account using your email and a password. Then, you can register for this and any other live webinars TIAA offers and will get email confirmations as well. These live events will give participants real world financial tips, tactics and techniques to help start, build, and maintain your retirement savings. Space at these webinars is on a first-come, first-served basis.

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