The University System of Georgia has partnered with CAPTRUST Financial Advisors, an independent financial advisory firm, to provide dedicated virtual advisory sessions to help address your financial concerns, improve your financial wellness and work with you on your retirement goals.
In the 45-minute advisory sessions, CAPTRUST can help you answer questions such as:
You also 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.
The one-on-one virtual sessions are part of your benefits, so you can be assured that CAPTRUST wants to help you make sound investment decisions.
CAPTRUST will call you at the time of your appointment and has video/screen sharing capabilities. To best be prepared for these sessions, please make sure you have the information you want to include in your discussion or Blueprint calculations, such as retirement account balances and current contributions to retirement accounts. You will also want to have login information for your retirement or other accounts.
If you cannot make a session during these dates, 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 or call 800-967-9948 Monday – Thursday from 8:30 a.m. to 5:30 p.m. Eastern time, Friday from 8:30 a.m. to 4:00 p.m. Later appointment options may be available for pre-scheduled appointments.