Financial Guidance is here! Schedule a virtual Financial Coaching and/or Retirement Planning Advice Session through CAPTRUST at no cost to you.
The University System of Georgia has partnered with CAPTRUST to provide virtual one-on-one Financial Coaching and/or Retirement Planning Advice appointments.
In the 45-minute, one-on-one advisory session, CAPTRUST can help you answer questions such as:
- Are you on the path towards financial wellness?
- How do you create a budget?
- Will you have enough money to retire?
- Do you have the appropriate investment mix?
You have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool.
Use the following link to schedule an appointment: www.captrustadvice.com/usg. For more information, click here.
CAPTRUST will also be presenting during the upcoming Well-being Live events in September and October. Use the links below to register for the events. More information is available on the USG well-being website.
- October 5 – CAPTRUST webinar – Preparing for Retirement
- October 12 – CAPTRUST webinar – Personal Finance
- October 29 – CAPTRUST webinar – Advantages of Enrolling in a 457(b) and Roth Options
USG Virtual Meeting Announcement Fall 2020_Final
If you have questions, please contact Terri Cavender 706.802.5195.