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CAPTRUST provides personalized financial planning and investment advice to help employees navigate retirement, investments, taxes, estate planning, insurance, and other key financial decisions. Through one-on-one guidance and educational resources, we help individuals build confidence and create a plan for their financial future.

Explore the resources below to learn how CAPTRUST can help support your financial journey.

Register for Our Live Event

Personal Finance: Managing your Money presentation

This presentation has been designed to offer holistic support and advice to participants by educating them on how to meet short-term needs while focusing and working toward their long-term financial goals. The following concepts will be addressed in this presentation – budgeting and debt management, using credit wisely, protection for unforeseen events that involve loss of life, emergency savings, retirement planning, and college savings. The presentation will end with the contact information to the At Work Desk.

Meet with a CAPTRUST Financial Advisor

Take advantage of a 30-minute virtual consultation with a CAPTRUST Financial Advisor supporting the Womble Bond Dickinson 401(k) Plan. Get personalized guidance on your financial goals, including saving, investing, budgeting, and understanding your retirement benefits.

Available November 11th | 9:00 AM–5:00 PM EST