CAPTRUST hosting in-person sessions on UK retirement programs Dec. 10-11
LEXINGTON, Ky. (Nov. 27, 2024) – CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky Retirement Programs, will be onsite conducting individual meetings as follows:
Dec. 10 and Dec. 11 sessions
- Address: Gatton Student Center – 160 Avenue of Champions
- Location: Room 350D
Click here to schedule an appointment.
Topics covered in the 45-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. To learn more about the Blueprint, you can view a short, informative video by clicking here.
These one-on-one sessions are offered to UK employees as a benefit to help make sound investment decisions. CAPTRUST’s role in the sessions is not to sell the employee anything.
How to schedule an appointment
- Click “University of Kentucky 1:1’s –” and then click continue at the bottom.
- Choose the 45-minute session you wish to attend and click continue on the bottom right.
- Enter your information and click “Schedule It.” A confirmation email will be sent immediately.
- A reminder email also will be sent 24 hours before the meeting.
- If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email. Then enter your last name and confirmation number.
- If you have any questions or need assistance, please call CAPTRUST at 800-967-9948.
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.
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.
As the state’s flagship, land-grant institution, the University of Kentucky exists to advance the Commonwealth. We do that by preparing the next generation of leaders — placing students at the heart of everything we do — and transforming the lives of Kentuckians through education, research and creative work, service and health care. We pride ourselves on being a catalyst for breakthroughs and a force for healing, a place where ingenuity unfolds. It's all made possible by our people — visionaries, disruptors and pioneers — who make up 200 academic programs, a $476.5 million research and development enterprise and a world-class medical center, all on one campus.