CAPTRUST Financial Advisors' individual retirement planning and investment meetings for JSA employees are fully booked for this date. Please schedule a virtual session for Thursday, Sept. 3, by clicking here.
These one-on-one sessions provide you with the opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. Please be assured that these 45-minute meetings are offered to you solely as a benefit; CAPTRUST is offering advice to help you make sound investment decisions and will not sell its products to you.
To learn more about the Retirement Blueprint, click to watch a short, informative video: https://www.captrustatwork.com/your-retirement-blueprint/
To schedule an appointment, click the link under "Web address."
Below are directions for scheduling your individual meeting:
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Choose meeting type, “Individual Meeting” or “Virtual Meeting,” then click “Continue.”
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Click “SURA 1:1’s,” then click “Continue.”
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Choose a 45-minute session.
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Enter your information, then click “Schedule It.” A confirmation email will be sent immediately.
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A reminder email will be sent 24 hours in advance of the meeting.
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If you need to cancel or change your meeting time, click the link in the confirmation or reminder email, then enter your last name and confirmation number.
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If you have any questions or need assistance, please call CAPTRUST at (800) 967-9948.