CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs,
will be conducting dedicated phone consultations on October 21st, 22nd, 23rd, and 29th. 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
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.
Click here to schedule an appointment
How Do I Schedule an Appointment?
1. Choose the date, then the time that works for you. Click Next
2. Enter your information and click Schedule Event. A confirmation email will then be sent
immediately.
3. A reminder email will also be sent 24 hours in advance of the meeting.
4. 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.
5. If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.
To be best prepared for these sessions, please make sure you have the information you want to include in
your Blueprint calculations, such as retirement account balances and current contributions to retirement
accounts. You will also want to bring login information for your retirement website.
If you cannot make a live session but still want to create a Blueprint or need further advice, the
CAPTRUST at Work Desk is also available. Appointments can be made with the At Work Desk by visiting
www.captrustatwork.com.