Announcements
CAPTRUST Financial Advisors on campus July 24-25
CAPTRUST Financial Advisors, the independent financial advisory firm that works on the Old Dominion University 403 Plan, will be onsite conducting individual meetings on July 24 and 25 in Waitzer Hall, Room 944. Topics covered in the 45-minute individual advisory sessions include, but are not limited to:
Retirement and general financial planning
Investment education and advice
You also will have an opportunity to create a Retirement Blueprint, CAPTRUST’s interactive retirement readiness tool. To learn more about the Blueprint you can view a short, informative video here.
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.
How Do I Schedule an Appointment?
- Click “Old Dominion University 1:1’s - Waitzer Hall Room 944-July 24th and 25th” and then click continue at the bottom.
- Choose the 45-minute session you wish to attend and click continue on the bottom right.
- Enter your information and click Schedule It. A confirmation email will then be sent immediately.
- A reminder email will also be sent 24 hours in advance of the meeting.
- 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.
- If you have any questions or need assistance, please call CAPTRUST at 800-967-9948.
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.
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 captrustadvice.com.