News from HR

Learn more about workshops, representative sessions and webinars from TIAA and Fidelity.

Fidelity Workshop: Make the Most of Social Security

This workshop Monday, Feb, 12, from noon to 1 p.m. in the Hospital WH Rm 4 is by Fidelity representative Isaac White and will help you understand Social Security. 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 Representative Session

Fidelity representative Isaac White will be available on-site Tuesday, Feb. 12 from 8 a.m. to 11 a.m. and from 1:30 p.m. to 5 p.m. in the Medical School Wing C (old Motel) Room 102 for one-on-one appointments and education sessions. 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 Representative Session at Morrisville (Lenovo Building 2)

Fidelity representative Cleo Morgan will be available on-site Wednesday, Feb. 14, from 9 a.m. to 3 p.m. at the Morrisville MO 4 Productive (Lenovo Bldg 2) for one-on-one appointments and education sessions. Please register at www.fidelity.com/reserve or call 1-800-642-7131.


TIAA Webinars on Tuesday, Feb. 13 

TIAA has the following 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.

  • Special Topic: Social Security Basics from noon to 1 p.m. 
  • Special Topic: All About IRAs from 3 to 4 p.m.

If interested, please enroll for this live webinar at www.tiaa.org/webinars. 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.


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 Wednesday, Feb. 14, 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.


TIAA Webinar on Wednesday, Feb. 14

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.

  • Special Topic: Demystifying Life Insurance from noon to 1 p.m. 
  • Charting Your Course: A financial guide for women from 3 to 4 p.m.

If interested, please enroll for this live webinar at www.tiaa.org/webinars. 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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