Captrust Financial Advisors Phone Consulations
Captrust Financial Advisors Phone Consulations August 14th & 15th
CAPTRUST Financial Advisors, the independent advisory firm that works on the UNC Retirement Programs, will be conducting phone consultations on August 14th and 15th. If desired, there are video/screensharing capabilities available at the time of your appointment. Topics covered in the forty-five-minute individual advisory sessions include, but are not limited to, the following:
- Retirement and general financial planning
- Investment education and advice
Click on the link below to schedule a time.
Appointment Type - CapTrust online presence - Schedule a Appointment (timetrade.com)
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