CAPTRUST Financial Advisors to host individual advisory sessions on campus
CAPTRUST Financial Advisors will host on-campus advisory sessions for employees in November.
The individual sessions include topics like retirement and general financial planning, as well as investment education and advice. When employees schedule an appointment, they will have the opportunity to complete a Financial CAPTRUST Blueprint. Employees that are eligible to join or have enrolled in the USG Well-being program can earn 4,000 points for completing the CAPTRUST Blueprint.
CAPTRUST will be on the Statesboro Campus Nov. 8 in the Human Resources building on Forest Drive, and on the Armstrong Campus Nov. 9 in the Human Resources office in Burnett Hall.
The one-on-one sessions are offered to you solely as a benefit. Please be assured that CAPTRUST’s role is not to sell you anything, but purely to help you make sound investment decisions.
For more information and to schedule an appointment, click here.
How do I schedule an appointment?
- Visit the CAPTRUST scheduling portal here.
- Choose the location you wish to attend and then click continue at the bottom.
- Choose the 45-minute session you wish to attend.
- Enter your information and click "Schedule It." A confirmation email will 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.
If you cannot make a live session, but still 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.