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Creating a Financial Plan

Hear CAPTRUST’s Debra Gates talk about how to get started with a systematic approach for building retirement savings and optimizing your employer benefits. This video outlines the steps employees can take to make the appropriate adjustments to their finances, secure their retirement plans, and establish financial independence.

Have questions? Need help? Call the CAPTRUST Advice Desk at 800.967.9948 or schedule an appointment with a retirement counselor today.

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