Planning your estate, including having documents like trusts and wills, is an important part of protecting your loved ones. Join a panel of experts as they discuss the differences between trusts, wills, and other necessary documents.

Do you know what is coming out of your paycheck, and why? Join us as we discuss the typical paycheck deductions, where your earnings are going, and how much control you have over them.

It is important to understand how to invest if you want to achieve your retirement goals. Listen in on this panel discussion as we explore the types of investments that are commonly included in retirement plans, such as stocks, bonds, index funds, mutual funds, and target date funds.

Are you preparing to make a major purchase, like putting a down payment on a house, having your dream wedding, moving out of your parents’ home, or taking that bucket list vacation? With every major expense comes major planning. Join our panel discussion as we examine and suggest savings strategies for the milestones in your life.

In our short-form webinar series, ASK CAPTRUST, we examine the several types of contributions such as pre-tax versus after-tax contributions, Roth contributions, and how to decide which is right for you based on your financial wellness plan and savings strategy.

Choosing the right college savings plan for your child can seem overwhelming. In this video, we will review several options and share the unique set of rules for each option.

Have you ever stretched out the seams of a one-size-fits-all shirt only to discover that no such thing exists? Well, the same holds true for planning for your financial independence in retirement. You will find that there are many shapes and sizes as you seek a financial future that suits your goals. Watch this webinar recording with our panel of financial advisors as they discuss how CAPTRUST can help you find the plan that is the right fit for you.

SMART is an acronym that stands for “specific, measurable, achievable, relevant, and time-based.” In this Lessons in Financial Experiences (LIFE) episode, we will look at how each element of the SMART framework works together to create a goal that is carefully planned, clear, and trackable.

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