CAPTRUST Individual On-Site Appointments
|Date||September 23, 2022|
|Location||Baylor Sciences Building, Room E. 201|
|Description||CAPTRUST Financial Advisors, the independent financial advisory firm that works on the Baylor Retirement Plan, will be onsite conducting individual meetings. 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. 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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