CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Central Florida 403(b) retirement plan, will be conducting individual virtual one-on-one sessions on April 30th. Topics covered in the thirty-minute individual advisory sessions include, but are not limited to, understanding the 403(b) provider and investment changes and how they may impact you, retirement and general financial planning, and investment education and advice. These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions.
Registration information can be found here: https://hr.ucf.edu/financial-wellness-series.
For questions please contact benefits@ucf.edu.
The annual UCF Financial Wellness Series will be held from April 1 through April 30, 2021.
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