Financial Wellness
Back to top
Return to Library
Empower
NC 401(k) & 457 Retirement Plans | video (18 min.)
Ready for retirement? Learn about the benefits of the NC Retirement Plans – the NC 401k and the NC 457 Plan available exclusively for public employees in North Carolina. This session will go over the differences in the plans and educate you on the importance of saving for retirement. The NC 401k and NC 457 Plans are a great way to make sure that your retirement income will support your future dreams and goals!
Fidelity Investments
Five Money Musts | video (11 min.)
Learn five basic money concepts to help you start your financial journey on the right foot.
Make the Most of Your Retirement Savings | video (20 min.)
This workshop will help you understand the importance of saving as much as possible for retirement, how much to save, different account types to save for retirement and ways to preserve and grow your savings to last throughout your lifetime.
Managing My Money | video (58 min.)
In this session, Workplace Financial Consultant, Michael Kitto, CRPC® discusses how you can meet your financial goals through the three core components of a sound budget, how to build (or rebuild) your emergency savings fund and how to get control over prioritizing your debt.
Note: The first 4 minutes of this recording the screen will be blank with audio only.
Fonville Morisey
Buying a Home in Today’s Market | video (44 min.)
This session is for those thinking about buying a home or are just curious about what the current real estate market looks like. Learn more about the UNC Moves SMARTMOVE® Real Estate Rebate program with a focus on the mortgage process.
LegalShield/IDShield
Membership Overview | video (3 min.)
Learn about the importance of protecting yourself from legal problems and identity theft. Discover the benefits of a LegalShield and ID Shield membership and how these discounted benefits can empower you and your family in so many ways. Discount available with group code: GOHEELS.
Liberty Mutual Insurance
Why Do Auto and Home Insurance Rates Continue to Increase? | video (5 min.)
People think that their car insurance should decreased as the car ages. This video will go over why this isn’t the case and discuss why home insurance rates increase overtime.
Lincoln Financial Group
Long-term Disability Insurance | video (2 min.)
Learn about Lincoln Financial Group’s voluntary long-term disability coverage for UNC System employees.
Spot Pet Insurance
Protecting What Matters Most | video (19 min.)
Spot helps you focus on taking the best care of your pet and reducing the high cost that can be associated with it. Spot Pet Insurance provides an overview of coverage and a step-by-step guide to enroll. Receive a quote at spotpet.link/unc.
Save Up to 90% on Vet Bills | video (3 min.)
Take the best care of your pet without worrying about the cost associated with it. With a plan from Spot Pet Insurance, you can save up to 90% of your vet bills and receive special discounts on pet-related products like food, medications, and much more! Receive a special discount at spotpet.link/unc.
- April 11 National Pet Day! Employees who enroll in Spot Pet Insurance during the month of April 2024 will automatically be entered in a drawing for a chance to win a box of Spot pet goodies.
State Employees’ Credit Union
Consumer Fraud: How to Protect Your Information | video (40 min.)
Review potential ID theft red flags including computer threats, scams and how best to protect your important information.
Estate Planning: Trust Services | video (59 min.)
A review of estate planning basics including Advance Health Care Directives, Powers of Attorney and the difference between Wills and Trusts as well as SECU’s Trust Services and Estate Planning Essentials Program. Session includes Q&A throughout.
Financial Advice at Any Age | video (40 min.)
In this session SECU Financial Advisory Services Manager, Wes Frady, provides an in-depth summary of financial advisory services available by SECU, including insurance, investment, financial counseling, trust and estate planning services and more. This session reviews how each service can be applied throughout the various stages of life.
First-Time Homebuyers | video (45 min.)
Prepare for homeownership, available grant programs, mortgage credit certificates and SECU’s program for first-time homebuyers. Session concludes with Q&A from participants.
Saving for College: Ways to Prepare for Future Education Costs | video (31 min.)
Review options and resources that support college savings in your financial planning, including types of educational saving plans and sources of financial aid.
SECU Here to Help | video (14 min.)
Learn about products and services offered by State Employees’ Credit Union from savings accounts to estate planning.
Settle the Score: Test your Credit Score Skills | video (53 min.)
Learn how credit bureaus create your credit score, hear about real-life scenarios that impact your credit score and participate in a Q-and.
Spending Plans and Strategies: Creating A Foundation for Future Goals | video (34 min.)
Learn about establishing financial goals and planning for financial success with Senior Financial Services Officers, Nora Herndon. This session will discuss financial goals, spending plans and saving strategies.
Your Financial Future | video (69 min.)
A variety of factors shape your financial future, including earnings, savings, spending, financial institutions, accounts & services, credit, investments and more.
Teachers Insurance and Annuity Association (TIAA)
Attention to Detail: Financial Finishing Touches for Women | video (64 min.)
In recognition of Women’s Health Month, this session focuses on ways women can stay in control and build their wealth through investments and asset allocation strategies and learn the right questions to ask a financial advisor.
Explore your UNC System Retirement Plan Options | video (45 min.)
Understand the retirement plan options offered by your employer, the advantages of your retirement program and how to create a retirement strategy.
Moving Toward Long-Term Financial Security | video (51 min.)
This session focuses on the keys to successful money management, how to juggle competing financial demands and retirement saving strategies for lifelong financial security.
Wells Fargo
Achieve Your Financial Goals | video (20 min.)
Money provides the means to achieve your dreams. View this session to learn how a financial plan may help you reach your goals, big and small.
Setting Financial Goals | video (36 min.)
Learn about tips and tools that will help you create and achieve your financial goals.