CAPTRUST holding virtual session March 24 and in person sessions April 21 and 22
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky retirement programs, will be conducting a virtual session with employees from 8 a.m. – 5 p.m. on March 24 and in person sessions April 21 and 22.
Schedule your March 24 appointment here.
The April sessions will be in Room GSC231 of the Gatton Student Center. Schedule an appointment for those sessions here.
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
These one-on-one sessions are offered to UK employees 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.
If you cannot make a live session but still need further advice, the virtual appointments are also available. Appointments can be made with the CAPTRUST at Work Desk by visiting https://www.captrustatwork.com/scheduler/.