CAPTRUST One-on-One Financial Planning Sessions Begin Oct. 24

CAPTRUST Financial Advisors, the independent financial advisory firm that works on The University of Scranton retirement plans, will be onsite conducting individual meetings as follows:

• Dates: Oct. 24, 25, 26 and Nov. 7, 8, 9.

• Location: St. Thomas Hall, Office of Human Resources, Suite 100

• Topics covered in the 45-minute individual advisory sessions include, but are not limited to the
  following:

  • General financial planning

  • Investment education and advice

Attendees also will have an opportunity to create a Retirement Blueprint, CAPTRUST's interactive retirement readiness tool. To learn more, view CAPTRUST's short video on creating a retirement Blueprint.

These one-on-one sessions are offered solely as a benefit; be assured that CAPTRUST's role is not to sell  anything, but purely to help attendees make sound investment decisions.

Click here and follow the instructions below to schedule an appointment.

1. Click “University of Scranton 1:1's – HR Office” and then click continue at the bottom.

2. Choose the 45-minute session you wish to attend.

3. Enter your information and click "Schedule It". A confirmation email will be sent immediately.

4. A reminder email will also be sent 24 hours in advance of the meeting.

5. To cancel or change a meeting time, click the link received in the confirmation/reminder email. Then enter last name and confirmation number.

6. If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.

To best prepare for these sessions, please have the information to include in your Blueprint calculations, such as current retirement account balances and contributions to the accounts. Attendees will also want to bring login information and/or current balances of your investments.

For those who 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.