USG Benefits & CAPTRUST Presents: Financial Literacy Series – Fall 2026
USG Benefits & CAPTRUST Presents: Financial Literacy Series – Fall 2026
You are invited to participate in USG’s Fall 2026 Financial Literacy Series. Join every Thursday in September at noon as financial planners from CAPTRUST present a four-part informational series on the Fundamentals of Personal Finance.
Each session will be recorded and available for all registered participants within 24 hours after the session. Make sure you click here to register for all sessions! Topics to be covered:
Session 1: The Foundation of Personal Finance (Sept. 3 at noon)
- Budgeting
- Emergency Fund
- USG Financial Benefits
Session 2: Asset Accumulation (Sept. 10 at noon)
- Investment Fundamentals
- Measuring Progress
- How to create a Financial Plan
Session 3: Asset Decumulation (Sept. 17 at noon)
- Late Career Planning
- Pre-Retirement
- Creating a CAPTRUST Retirement Blueprint
Session 4: Estate Planning and Other USG Benefits (Sept. 24 at noon)
- The 25 Essential Documents recommended for Retirement
- Overview of USG’s other retirement benefits
At the conclusion of each session, there will be an informal Q&A session of the topics covered, and you may schedule a complementary one-on-one counseling session with a trusted CAPTRUST advisor.