CAPTRUST onsite conducting individual meetings April 25

A person sitting at a table stacking coins together. CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be on-site conducting individual meetings on April 25.

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 the Blueprint you can view a short, informative video by clicking here.

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.

Location: Library & Learning Commons – Faculty/Staff Recording Studio, Room 2109.

SCHEDUAL A MEETING

How to schedule an appointment

Choose the 45-minute session you wish to attend.
Enter your information and click Schedule It. A confirmation email will then be sent immediately.
A reminder email will also be sent 24 hours in advance of the meeting.
If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.
CAPTRUST will contact you at the time of your appointment and does have screensharing capabilities.
If you have any questions or need assistance, please call CAPTRUST at 800-967-9948.

To best be prepared for these sessions, please make sure you have the information you want to include in your Blueprint calculations, such as retirement account balances and current contributions to retirement
accounts. You will also want to bring login information for your retirement website.

The schedule fills up rather quickly; therefore, if you schedule an appointment, please ensure that you can attend. I frequently receive inquiries from colleagues who are unable to secure a time slot, often because the schedule is fully booked. Your attention to this matter is greatly appreciated.

If you cannot make a live session but still want to create a Blueprint or need further advice, the CAPTRUST at Work Desk is also available. Appointments can be made with the CAPTRUST at Work Desk by visiting www.captrustatwork.com.

Contact: Lauretta Baldwinns in new t

April 4, 2025

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