CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement
Programs, will be conducting phone consultations June 26 and 29 and July 18 and 19.
If desired, there are also video/screen-sharing capabilities available at the time
of your appointment.
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
Topics covered in the forty-five-minute individual advisory sessions include, but
are not limited to, the following:
Retirement and general financial planning
Investment education and advice
You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive
retirement readiness tool. View the PDF below for more information and to schedule.