CAPTRUST Individual Meetings

DateMay 17, 2023
LocationClifton Robinson Tower (CRT), 2nd Floor Suite 200 HR Training Room
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. 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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