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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
: University of Georgia – 315 S. Thomas Street, Athens, GA 

Location: Learning and Development Building, Room D

Wednesday, March 22, 2023
: 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?

Watch 2:29 CAPTRUST video

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.