CAPTRUST Financial Advisors, the independent financial advisory firm that works with the Furman University Retirement Plan, will be onsite conducting individual advising sessions:
Topics covered in the forty-five-minute individual advisory session will include, but are not limited to the following:
You will also 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.
Click here to schedule an appointment
To best be prepared for these sessions, please make sure you have the information you want to include in your Blueprint calculations, such as retirement account balances and current contributions to retirement accounts. You will also want to bring login information for your retirement website(s).
If you cannot make a live session, but want or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting www.captrustadvice.com.