CAPTRUST Financial Advisors, the independent financial advisory firm that works on the University of Central Florida 403(b) retirement plan, will be onsite conducting individual advisory sessions. 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. To best be prepared for these sessions, please make sure you have the information you want to include in your discussion, such as retirement account balances and current contributions to retirement accounts. You will also want to bring login information for your retirement website.
To schedule an appointment, visit the UCF 403(b) Enhancements website (https://hr.ucf.edu/ucf-403b-plan-changes/) and click on the appropriate link for the 1:1 appointment scheduling. If you cannot make a live session, but still want or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting www.captrustadvice.com.
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