667529 event 1682483629 1682483629 <![CDATA[Expert Advice On Your Financial Wellness Needs with CAPTRUST]]> CAPTRUST Financial Advisors, the independent financial advisory firm working on the USG sponsored Retirement Programs, will be conducting individual meetings on May 18th. These 45-minute sessions will cover various topics, including Retirement and general financial planning, and Investment education and advice.

In addition to these sessions, you will also have an opportunity to create a Retirement Blueprint, CAPTRUST's interactive retirement readiness tool. This tool is part of the USG Well-Being Program and provides an unbiased, comprehensive financial plan to help employees answer difficult retirement-related questions such as how much to save, how to invest money, and when to retire.

To learn more about the Blueprint, please view a short, informative video by clicking here.

Please note that these one-on-one sessions are offered solely as a benefit, and CAPTRUST's role is not to sell anything but to help you make informed investment decisions.

 

Click here to schedule an appointment 

 

How Do I Schedule an Appointment? 

  1. Click “Georgia Institute of Technology 1:1’s” and then click continue at the bottom. 

  1. Choose the 45-minute session you wish to attend. 

  1. Enter your information and click Schedule It. A confirmation email will then be sent immediately. 

  1. A reminder email will also be sent 24 hours in advance of the meeting. 

  1. 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. 

  1. 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 discussion such as retirement account statements and/or login information for your retirement accounts. 

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.  

]]> CAPTRUST Financial Advisors, the USG-sponsored Retirement Programs' independent financial advisory firm, will be hosting individual meetings on May 18th covering Retirement and general financial planning, and Investment education and advice. Attendees can also create a Retirement Blueprint, an interactive retirement readiness tool as part of the USG Well-Being Program, to answer difficult retirement-related questions. CAPTRUST's role is to provide unbiased comprehensive financial plans, and one-on-one sessions are solely offered as a benefit.

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