DEC 6 & 7 CAPTRUST Financial Advisors Meeting Opportunity
Wednesday, December 6, 2023
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the USG-sponsored Retirement Programs, will be on site conducting individual meetings on December 6 and 7. View CAPTRUST flyer HERE (PDF).
Date: December 6 and 7, 2023
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.
Why schedule a session?
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
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?
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.