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.