CAPTRUST individual sessions

CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky Retirement Programs, will be onsite conducting individual meetings as follows: 

• Date: Sept. 25 and 26         
• Address: Wethington Allied Health Bldg. Lexington, KY
• Location: Third Floor, Room 307

Topics covered in the 45-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.

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. 

If you cannot make a live session, but want or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting www.captrustadvice.com.