UNC System CAPTRUST December one-on-ones

CAPTRUST phone consultCAPTRUST Financial Advisors, the independent advisory firm working on the UNC Retirement Programs, will conduct phone consultations on Dec. 1, 4, 5, 7, 8 and 12. If desired, video/screen-sharing capabilities are available during your appointment.

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

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 can also create a Retirement Blueprint, CAPTRUST's interactive retirement readiness tool. View the PDF below for more information and to schedule your consult. 
 
 

Contact: Lauretta Baldwin

Nov. 29, 2023

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