CAPTRUST Individual On-Site Appointments

DateDecember 16, 2022
LocationBaylor Sciences Building, Room E. 201
DescriptionCAPTRUST 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.
More InformationRead More »
PublisherWellbeing
vCalDownload this event