{"id":4307,"date":"2025-04-09T18:18:47","date_gmt":"2025-04-09T18:18:47","guid":{"rendered":"https:\/\/www.furman.edu\/offices-services\/human-resources\/?post_type=tribe_events&#038;p=4307"},"modified":"2025-04-09T18:18:47","modified_gmt":"2025-04-09T18:18:47","slug":"captrust-individual-meeting-2","status":"publish","type":"tribe_events","link":"https:\/\/www.furman.edu\/offices-services\/human-resources\/event\/captrust-individual-meeting-2\/","title":{"rendered":"CAPTRUST Individual Meeting"},"content":{"rendered":"<p>CAPTRUST representative Carter Hall will host 1:1 meetings on April 24 faculty and staff who wish to discuss planning for retirement or have questions regarding their retirement account.\u00a0 These will be in-person meetings.<\/p>\n<p>Topics covered in the forty-five-minute <strong>individual <\/strong>advisory session will include, but are not limited to the following:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Retirement and general financial planning<\/li>\n<li>Investment education and advice<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>You will also have an opportunity to create a Retirement Blueprint, CAPTRUST\u2019s interactive retirement readiness tool. To learn more about the Blueprint you can view a short, informative video by clicking <a href=\"https:\/\/www.captrustadvice.com\/your-retirement-blueprint\/\">here<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST&#8217;s role is not to sell you anything, but purely to help you make sound investment decisions.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www04.timetrade.com\/app\/captrust\/workflows\/CAPTRUST001\/schedule?&amp;locationId=FurmanUniversity&amp;campaignId=FurmanUniversityEST&amp;appointmentTypeGroupId=IndividualMeeting\">Click here to schedule an appointment<\/a><\/p>\n<h4>How Do I Schedule an Appointment?\u00a0 Click the link above, then:<\/h4>\n<ol>\n<li>Click \u201cFurman University 1:1\u2019s \u2013 Greenville, SC\u201d and then click Continue at the bottom.<\/li>\n<li>Choose the 45-minute session you wish to attend (remember there is an option in September and another in November) and click Continue on the bottom right.<\/li>\n<li>Enter your information and click <strong>Schedule It<\/strong>. A confirmation email will then be sent immediately.<\/li>\n<li>A reminder email will also be sent 24 hours in advance of the meeting.<\/li>\n<li>If you need to cancel or change your meeting time, click the link received in the confirmation\/reminder email. Then enter your last name and confirmation number.<\/li>\n<li>If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>To best 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 will also want to bring login information for your retirement website(s).<\/p>\n<p>If you cannot make a live session, but want or need further advice, the CAPTRUST Advice Desk is also available. Appointments can be made with the Advice Desk by visiting <a href=\"http:\/\/www.captrustadvice.com\">www.captrustadvice.com<\/a>.<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CAPTRUST representative Carter Hall will host 1:1 meetings on April 24 faculty and staff who wish to discuss planning for retirement or have questions regarding their retirement account.\u00a0 These will [&hellip;]<\/p>\n","protected":false},"author":222,"featured_media":4308,"template":"","meta":{"_acf_changed":false,"_tribe_events_status":"","_tribe_events_status_reason":"","footnotes":""},"tags":[],"tribe_events_cat":[],"class_list":["post-4307","tribe_events","type-tribe_events","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/tribe_events\/4307","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/tribe_events"}],"about":[{"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/types\/tribe_events"}],"author":[{"embeddable":true,"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/users\/222"}],"version-history":[{"count":1,"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/tribe_events\/4307\/revisions"}],"predecessor-version":[{"id":4309,"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/tribe_events\/4307\/revisions\/4309"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/media\/4308"}],"wp:attachment":[{"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/media?parent=4307"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/tags?post=4307"},{"taxonomy":"tribe_events_cat","embeddable":true,"href":"https:\/\/www.furman.edu\/offices-services\/human-resources\/wp-json\/wp\/v2\/tribe_events_cat?post=4307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}