Speak with a CAPTRUST Financial Advisor in December

CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on December 1, 4, 5, 7, 8 and 12. 

If desired, there are video/screen-sharing capabilities available at the time of your appointment.

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

For more information, click here.

Published: Nov 30, 2023 3:57pm