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Event Series:
CAPTRUST Financial Advisors Onsite
Meet with a CAPTRUST Financial Advisor (FREE)
Monday, July 1, 2024 @ 8:00 am - 5:00 pm
For advice on retirement, general financial planning, investment education, and much more, meet with a CAPTRUST Financial Advisor, the independent advisory firm that works on the UNC Retirement Programs. Advisors will be onsite conducting individual 45-minute meetings as follows:
- Dates: July 1 & August 19 from 8 a.m. – 5 p.m. (each appointment is up to 45-minutes)
- Address: UNC Chapel Hill – 104 Airport Drive, Chapel Hill, NC
- Location: Administrative Office Building (AOB), Room 1501C
Make an appointment for a one-on-one session.
How to schedule an appointment:
- Choose the 45-minute session you wish to attend.
- Enter your information and click Schedule It. A confirmation email will then be sent immediately.
- A reminder email will also be sent 24 hours in advance of the meeting.
- If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.
- CAPTRUST will contact you at the time of your appointment and does have screensharing capabilities.
If you have any questions or need assistance, please call CAPTRUST at 800-967-9948.
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