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Upcoming Webinar! Ask CAPTRUST: Retiring Soon, Now What?

Learn how to coordinate Social Security, savings, and other income sources to create a sustainable retirement paycheck.

This webinar helps employees approaching retirement understand how to turn savings into a sustainable retirement paycheck. Participants will explore how Social Security, retirement accounts, cash reserves, and other income sources can work together to support spending needs, manage uncertainty, and create greater confidence as they move from saving for retirement to living in retirement.

Date: Wednesday, July 21, 2027

Time: 1:00 PM ET

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

Legal Notice

This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.