CAPTRUST on Campus April 9 - Schedule your appointment
CAPTRUST on Campus April 9 - Schedule your appointment
CAPTRUST Financial Advisors, the independent financial advisory firm that works with the University System of Georgia’s Supplemental Retirement Programs, will be on site conducting individual financial planning meetings April 9, 2024, in the Wooten-Garner House Conference Room from 8 a.m. to 4:15 p.m. All appointments are for 45 minutes.
Topics covered in the 45-minute individual advisory sessions include, but are not limited to retirement and general financial planning and investment education and advice. You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. The blueprint is an unbiased, comprehensive financial plan that will help an employee answer some difficult questions such as:
- Am I on track for retirement?
- How much do I need to save?
- How should I invest my money?
- When can I retire?
- How long will my money last?
To learn more about the Blueprint, you can view a short, informative video by clicking here.
To schedule your one-on-one appointment for April 9th, click here and follow the steps outlined below:
- Click “Georgia College & State University 1:1’s –” 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 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 be best prepared for these sessions, please make sure you have the information you want to include in your discussion such as your USG retirement account statements and login information for your USG retirement accounts at either Corebridge Financial (formerly AIG), Fidelity, and/or TIAA. Feel free to include your spouse/partner in your meeting and any other financial information you would like to review or include in your discussion.
If you can’t make a live session, please schedule an appointment with the CAPTRUST Advice Desk by visiting www.captrustadvice.com.