CAPTRUST one-on-one sessions for UNC Retirement Programs
CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement
Programs, will be conducting dedicated phone consultations on Jan. 13, 15, 20 & 21, in addition to Feb. 11, 12, 17 & 18.
If desired, there are video/screensharing capabilities at the time of your appointment. Topics covered in the 45-minute individual advisory sessions include, but are not limited to the following:
- Retirement and general financial planning
- Investment education and advice
- An opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool.
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.
For more retirement information, resources and news, explore the UNC System's quarterly
University Retirement Engagement Newsletter: The PIER.