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 26 & 27, Colvard 5092
  • October 10 & 11, Colvard 5092

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:

  • To be scheduled

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:

  • To be scheduled

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:

Rob Sipprell, CRC® 
Retirement Counselor – Education Specialist| North Carolina Total Retirement Plans
919.583.2677 | ​robert.sipprell@prudential.com

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

Date/Location:

  • Sept. 4 & 5 Cone 110

Reservations required: Visit TIAA.org to make an appointment.

Webinars

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

Joshua Scott
Financial Consultant  | Institutional Solutions & Relationships 
919-687-5240 |  joshua.scott@tiaa.org