CAPTRUST Financial Advisors Meeting
Wednesday, August 24, 2022
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the USG-sponsored Retirement Programs, will be on site conducting individual meetings.
Date: August 31st
Address: University of Georgia - 315 S Thomas St, Athens, GA
Location: Learning and Development Building, Room D
Topics covered in the 45-minute individual advisory sessions include (but are not limited to) retirement and general financial planning, along with investment education and advice.
You will have the opportunity to create a Retirement Blueprint, CAPTRUST's interactive retirement readiness tool. This Blueprint is part of the USG Well-Being program and is an unbiased, comprehensive financial plan that will help faculty and staff answer questions like: Am I on track for retirement? How much do I need to save? How should I invest my money? When can I retire? How long will my money last?
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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.