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 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.
- September 26 & 27, Colvard 5092
- October 10 & 11, Colvard 5092
Reservations: Click here to schedule an appointment with CAPTRUST's online system.
Associate and Retirement Counselor, Consulting Research Group
(919) 870.6822 (ext. 10291) | Judy.Williamson@captrustadvisors.com
Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Pans
- To be scheduled
Reservations: Make an appointment online at Fidelity.com.
- To be scheduled
Reservations: Email the representative below to reserve a time.
Larry F. Chester, LUTCF
Executive Sales Representative
(704) 549-8944 (ext. 57368) | email@example.com
NC Total Retirement - Prudential
401k and 457 Supplemental Retirement Pans
Reservations: Contact the representative below to schedule an appointment.
Rob Sipprell, CRC®
Retirement Counselor – Education Specialist| North Carolina Total Retirement Plans
919.583.2677 | firstname.lastname@example.org
Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Plans
- Sept. 4 & 5 Cone 110
Reservations required: Visit TIAA.org to make an appointment.
Financial Consultant, Field Consulting Group
(704) 988-2597 | email@example.com
Financial Consultant | Institutional Solutions & Relationships
919-687-5240 | firstname.lastname@example.org