CAPTRUST virtual consultations

The Financial Advisors from CAPTRUST who support the University of Kentucky Retirement Plans will be offering virtual consultations. These meetings are a great way to get personal guidance to help you plan smarter and build a stronger financial future.

Topics covered in the 45 -minute individual advisory sessions include, but are not limited to the following:

• Personalized advice tailored to your situation
• Guidance with budgeting, saving, investing and more
• No sales —just support
• Help with understanding employer benefit options

BOOKING IS EASY

• Choose your time
• Enter your info
• Get confirmation and reminders

WHAT TO BRING

• Account balances
• Contribution details
• Login credentials
• Bring your phone for access, notes and verification

If no appointments are available, click here to book a virtual appointment with the At Work Desk: Scheduler | CAPTRUST at Work