CAPTRUST has updated its virtual financial coaching appointments to the Calendly platform:
CAPTRUST's link for 2025 has been updated. You can sign up for a financial coaching appointment below:
2025 dedicated virtual consultations for UNC System Employees with CAPTRUST : https://calendly.com/d/cvz6-63x-cwz/the-university-of-north-carolina-1-1-s-with-captrust
You do not need to wait until CAPTRUST is onsite or a dedicated virtual meeting for assistance, you can go to www.captrustatwork.com/scheduler/ to schedule a financial coaching appointment with CAPTRUST’s Advice Desk.
As a recap, CAPTRUST at Work is offered to UNC System employees as part of their benefits package at no additional cost. CAPTRUST acts as a fiduciary offering independent financial wellness and advice to employees—with no products to sell! Our goal is to help employees understand and maximize their UNC benefits while offering holistic financial planning and advice services to meet employees where they are but not leave them there. We aim to empower employees to take control of their finances through our education and individual advice sessions.
We hope that you will take advantage of this opportunity.