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CAPTRUST In-Person One-on-One Consultations for Retirement (RH)
Have questions about planning for your retirement? Want professional financial retirement advice?
CAPTRUST Financial Advisors, Fordham’s independent financial advisory firm for the University’s Retirement Plan, will be conducting in-person one-on-one consultations.
When: Monday, April 14
Time: 9 a.m. to 5:15 p.m.
Session Length: 45 minutes
Location: Rose Hill – Faculty Memorial Hall – Room 526
You also have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. To learn more about the Blueprint, view this short video.
To be 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 should also bring login information for your retirement website.
Need help? Call the CAPTRUST Advice Desk at 800-967-994.
