CAPTRUST to host in-person sessions on retirement and investment planning
LEXINGTON, Ky. (Oct. 15, 2025) — CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Kentucky retirement programs, will be conducting in-person sessions with employees in November. Appointments are scheduled for:
- Nov. 10: Gatton Student Center, 160 Avenue of Champions, Room 330E
- Nov. 11: Medical Education Building, 780 Rose St., Room MN342
Topics covered in the 45-minute individual advisory sessions include:
- 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 here.
These one-on-one sessions are offered to UK employees solely as a benefit; CAPTRUST’s role is not to sell anything, but purely to help make sound investment decisions.
How do I schedule an appointment?
- Choose the location you wish to attend, and then click continue at the bottom.
- Choose the 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, 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 virtual appointments are also available. Appointments can be made with the CAPTRUST at Work Desk by visiting www.captrustatwork.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.