CAPTRUST Individual Meetings
|Date||May 17, 2023|
|Location||Clifton Robinson Tower (CRT), 2nd Floor Suite 200 HR Training Room|
|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. 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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