As part of your benefits package as a UNC System employee, CAPTRUST at Work provides you with a comprehensive suite of products and services, including some that are focused on improving your financial wellness.
CAPTRUST at Work provides comprehensive and tailored financial guidance to help you meet your unique needs and personal goals. Their library of content covers a wide range of topics, from budgeting and managing student loans to understanding and optimizing employee benefits and making smart investments. Their content meets you where you are by catering to people in different stages in their career from early, middle or late.
These financial, tools in addition to one-on-one guidance, can help you meet your short and long-term goals.
What Your UNC System Colleagues Are Saying About Their Experience With CAPTRUST at Work
“The Financial Consultant I spoke with was so helpful and knowledgeable. She asked good questions to understand my goals and circumstances without making assumptions. She made me comfortable asking questions. Great experience, thanks!”
“This is a wonderful service! I recommend all persons approaching retirement to utilize it.”
“My rep was very helpful and kind. I wish I would have used this service earlier.”
“My financial consultant was super helpful and patient with adjusting what assets I have and doing two projections versus one. This helps in my short-term planning for retirement. I am grateful to have this service. Thank you!”
“Excellent first contact and plenty of ideas to mature in my mind before making another appointment to go on to the next step to prepare in the best possible way”
To take advantage of this valuable benefit, set up your one-on one with CAPTRUST at Work by clicking here. To watch a short video from CAPTRUST at Work with more details about the services they offers, click here.