Insurance and Retirement Appointments

UNC Charlotte's Benefits Office facilitates visits from retirement and insurance companies that offer services to faculty and staff. Below is a list of upcoming opportunities for employees to schedule on-campus appointments with these companies. 

CAPTRUST
CAPTRUST Financial Advisors is the independent advisory firm that works on the UNC Retirement Programs. Individual sessions can include, but are not limited to the following: retirement planning, general financial planning, debt management, investment education and advice.  These one-on-one sessions are offered to you solely as a benefit;  CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions.

Date/Location:

  • September 13 and 14 / Cone 111A

Reservations: Click here to schedule an appointment with CAPTRUST's online system. 

Representative:
Judy Williamson
Associate and Retirement Counselor, Consulting Research Group
(919) 870.6822 (ext. 10291) | Judy.Williamson@captrustadvisors.com

Fidelity
Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Pans

Date/Location:

  • Contact the representative below to schedule an appointment.

Reservations:  Make an appointment online at Fidelity.com

Representative:
Jared McVey, CRPC®
Director, Retirement Planner
(704) 614-4167 | jared.mcvey@fmr.com

Liberty Mutual
Automobile Insurance, Homeowners, Renters and Personal Property Insurance 

Date/Location:

  • Contact the representative below to schedule an appointment.

Reservations:  Email the representative below to reserve a time.

Representative:
Larry F. Chester, LUTCF    
Executive Sales Representative 
(704) 549-8944 (ext. 57368) | larry.chester@libertymutual.com 

NC Total Retirement - Prudential
401k and 457 Supplemental Retirement Pans 

Reservations: Contact the representative below to schedule an appointment.

Representative:
Derrick Angradi, MBA, CRC® 
Retirement Education Counselor 
(704) 219-9431 | derrick.angradi@prudential.com 

TIAA  
Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Pans

Date/Location:

  • September 6 and 7 / Cone Center 109

Reservations: Visit TIAA.org to make an appointment.

Representative:
Gary Craddock
Financial Consultant, Field Consulting Group
(704) 988-2597 | gcraddock@tiaa.org