CAPTRUST offering one-on-one financial advising sessions for UK employees
LEXINGTON, Ky (March 20, 2026) — CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky retirement programs, will be available for 30-minute virtual consultations with employees 8 a.m.-5 p.m. Tuesday, March 24, and in-person sessions April 21 and 22.
Schedule a March 24 virtual appointment.
The April in-person sessions will also be 8 a.m.-5 p.m. in Room 231 of the Gatton Student Center. Schedule an appointment for those sessions.
Schedule an April 21 or 22 in-person appointment.
Topics covered in the 45-minute individual advisory sessions include, but are not limited to:
- Personalized advice tailored to your situation
- Guidance with budgeting, saving, investing and more
- No sales — just support
- Help with understanding employer benefit options
For your session, you should plan to bring:
- Account balances
- Contribution details
- Login credentials
- Your phone for access, notes and verification
These one-on-one sessions are offered to UK employees solely as a benefit; CAPTRUST’s role is not to sell you anything, but purely to help you make sound investment decisions.
If you cannot make a live session but still need further advice, the virtual appointments are also available. Appointments can be made with the CAPTRUST at Work Desk by visiting www.captrustatwork.com/scheduler.
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 healthcare. 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 $1.02 billion research and development enterprise and a world-class medical center, all on one campus.