CAPTRUST 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.