CAPTRUST financial advisor webinar
CAPTRUST is an independent investment advisory firm that provides investment advice to UK’s retirement plan participants. If you need help navigating retirement benefits and other financial priorities, such as budgeting, debt, credit or college savings, you can rely on CAPTRUST’s advice program.
This presentation is designed to help participants discover whether they are on track to reach their financial retirement goals. It will give a detailed account of the participant experience, what to expect, when a participant reaches out to the Advice Desk including how to schedule an appointment and the contact information for calling in directly. It will also include discussion about the Retirement Blueprint which is an interactive retirement tool that is used to create a personal retirement analysis for the participant.