MAR 21 & 22 CAPTRUST Financial Advisors Meeting Opportunity
Tuesday, March 21, 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 March 21 and 22. View CAPTRUST flyer here (PDF).
Tuesday, March 21, 2023
Address: University of Georgia – 315 S. Thomas Street, Athens, GA
Location: Learning and Development Building, Room DWednesday, March 22, 2023
Address: University of Georgia – 215 S. Jackson Street, Athens, GA
Location: Human Resources Building, Main Conference Room
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
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?
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.