CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on January 8th, 9th, 14th, 15th, 21st, 22nd, and 23rd. If desired, there are video/screensharing 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
You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. To learn more about CAPTRUST and the Participant Advisory Service, you can view a short and informative video here: Investment and Retirement Plan Advice Made Easy (captrustadvice.com).
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.