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CAPTRUST individual advisory sessions available

February 6, 2017 | In Uncategorized

CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be visiting UNC-Chapel Hill conducting on-site individual advisory sessions on February 27, March 1, March 2, March 28, March 29 and April 21 at the Administrative Office Building located at 104 Airport Drive, Chapel Hill, in room 1501-C.

Topics covered in the 45-minute individual advisory sessions include, but are not limited to the following:

  • retirement planning
  • general financial planning
  • debt management
  • investment education and advice

You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s new interactive retirement readiness tool. To learn more about the Blueprint you can view a short, informative video by clicking here.

These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST’s role is not to sell you anything, but purely to help you make sound investment decisions.

Schedule an appointment

To best be prepared for these sessions, please make sure you have the information you want to include in your Blueprint calculations, such as retirement account balances and current contributions to retirement accounts. You will also want to bring login information for your retirement website.

If you cannot make a live session, but still want to create a Blueprint or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting www.captrustadvice.com

If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.