CAPTRUST Individual Advisory Sessions: February – May, 2020
CAPTRUST Financial Advisors, an independent advisory firm that works with USG to conduct on site individual advisory sessions. 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 take a few minutes to watch this video to learn more about The Retirement BluePrint
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.
How Do I Schedule an Appointment?
- Choose your location on your campus via the scheduling tool
- 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.
- 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. If you cannot make a live session, but still want to create a Blueprint or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting www.captrustadvice.com.
| Institution | Location | Date | Time | Building/Room |
|---|---|---|---|---|
| Dalton State College | 650 College Dr., Dalton, GA 30720 | Tuesday, Feb. 25, 2020 | Per Scheduler | Library Video Room #4 |
| University of West Georgia | 1601 Maple St., Carrollton, GA 30118 | Thursday, Feb. 20, 2020 | Per Scheduler | TBD |
| Clayton State University | The University Center, Room 327. Clayton State University 2000 Clayton State Boulevard Morrow, GA 30260 | Monday, Mar. 30, 2020 | Per Scheduler | Library L212 |
| Fort Valley State University | 1005 State University Dr, Fort Valley, GA 31030 | Tuesday, Mar. 3, 2020 | Per Scheduler | C. W. Pettigrew Center, Room 108 |
| Georgia Southern University - Armstrong Campus(Savannah) | 11935 Abercorn St, Savannah, GA 31419 | Wednesday, Apr.15, 2020 | Per Scheduler | TBD |
| Georgia Southern University - Armstrong Campus(Savannah) | 11935 Abercorn St, Savannah, GA 31419 | Wednesday, Feb. 27, 2019 | Per Scheduler | TBD |
| Columbus State University | 4225 University Ave, Columbus, GA 31907 | Thursday, May 18, 2020 | Per Scheduler | TBD |
| Georgia Southern University - Statesboro Campus | 1332 Southern Dr., Statesboro, GA 30458 | Tuesday, Apr. 14, 2020 | Per Scheduler | TBD |
| Albany State University | 2400 Gillionville Rd Albany, GA 31707 | Thursday, March 5, 2020 | Per Scheduler | Building K Room 126 |
| Georgia Southern University- Statesboro Campus | 1332 Southern Dr, Statesboro, GA 30458 | Wednesday, March 11, 2020 | Per Scheduler | TBD |