Captrust Phone Consultations

Captrust Financial Advisors Will Be Conducting Phone Consultations on September 16th, 23rd, 24th, and 26th.  If desired, there will be video/screensharing capabilities available at the time of your appointment.  Topics covered in the forty five minute individual phone advisory session include retirement planning and investment education and advice.  To learn more about their services, you can view this short and informative video here:  
Investment and Retirement Plan Advice Made Easy (captrustatwork.com)

To schedule a one-on-one phone consultation on one of these days, please click here to schedule an appointment:  
Appointment Type - CapTrust online presence - Schedule a Appointment (timetrade.com)