CAPTRUST to host seminars to help UK employees plan for retirement
LEXINGTON, Ky. (Aug. 12, 2025) — CAPTRUST, an independent investment advisory firm that provides free investment advice to University of Kentucky’s retirement plan participants, will host two free webinars and two free in-person sessions this month.
Webinars include:
- Saving for Your Financial Future
3 p.m. Wednesday, Aug. 27
More information and registration here. - CAPTRUST Participant Experience
10 a.m. Thursday, Aug. 28
More information and registration here.
In these webinars, employees can learn more about their retirement plan, including an overview of investment options and how to create an investment strategy. These webinars will also explain how to schedule a one-on-one appointment for personal financial advice. Both webinars will include the same content, so pick the date that’s most convenient for you.
CAPTRUST will also offer two opportunities to meet with an adviser.
The sessions will be:
- Wednesday, Aug. 20, in room 107C, Bosworth Hall, Room, located at 631 South Limestone.
- Thursday, Aug. 21, in room 200E, Gatton Student Center, 160 Avenue of Champions
Schedule an appointment at calendly.com/d/cszn-ymc-twh.
Instructions for scheduling:
- Choose the location you wish to attend, and then click continue at the bottom.
- Choose the 30-minute session you wish to attend.
- Enter your information and click “Schedule It.” A confirmation email will then be sent immediately.
- A reminder email will also be sent 24 hours in advance of 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 be best 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 still want to create a Blueprint or need further advice, the CAPTRUST at Work Desk is also available. Appointments can be made with the CAPTRUST at Work Desk by visiting www.captrustatwork.com.
See a full schedule of retirement and financial events in HR’s calendar.
For more information about retirement planning resources, visit hr.uky.edu/insurance-and-retirement/nearing-retirement.
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.