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CAPTRUST Financial Advising

Topics covered in the forty-five-minute individual advisory sessions include, but are not limited to the following:

  • Retirement and general financial planning
  • 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.

These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions.

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Summary

CAPTRUST Financial Advisors, the independent financial advisory firm that works with USG’s Supplemental Retirement Programs, will be onsite conducting individual financial planning meetings.

Details

Tuesday
Nov 7 2023
12:00am - 11:59pm

Location: 500 Tech Parkway

URL: https://www04.timetrade.com/app/captrust/workflows/CAPTRUST001/schedule/appointment-type?wfsid=q46q0g6psh7rlvemvg411etsvqhgtvsc&locationId=USG&campaignId=GeorgiaTech&appointmentTypeGroupId=IndividualMeeting&fs=1

In campus calendar: Yes

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Status

  • Workflow Status:Published
  • Created By:cgrant60
  • Created:11/03/2023
  • Modified By:cgrant60
  • Modified:11/03/2023

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