October 8 is World Financial Planning Day, a perfect reminder to take steps toward your financial goals.
CAPTRUST Financial Advisors will be conducting dedicated virtual consultations on October 27 and October 29. Topics covered in the individual advisory sessions include, but are not limited to, retirement planning, financial wellness, investment education, and personalized investment guidance. Participants will also have the opportunity to create a Retirement Blueprint®, CAPTRUST’s interactive tool designed to help assess retirement readiness and build a path toward long-term financial goals.
Even if you are already working with a financial advisor, CAPTRUST’s free, unbiased consultations can provide an additional perspective and serve as a valuable complement to your existing financial planning strategy.
Sessions are limited and by appointment only. Schedule an appointment online.