Seek and Find!
Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.
Your workplace benefits are more than just perks — they're powerful tools to help you save smarter and reach your financial goals faster.
In our short-form webinar series, Ask CAPTRUST, saving money isn’t just about numbers — it’s about mindset.
This webinar provides strategies for managing the financial aspects of caregiving, including budgeting, accessing government benefits, and
planning for long-term care. Participants will also learn how to prioritize their own financial future while fulfilling their caregiving responsibilities.
This webinar recording explores the concept of partial retirement, where individuals gradually reduce their work hours while transitioning into full retirement. Participants learn about the financial and lifestyle benefits of partial retirement.
This webinar recording explores different types of annuities, including fixed, variable, and indexed annuities. Participants learn how to evaluate annuity products; how to assess costs, risks, and benefits; and how to determine if an annuity is a good fit for their retirement income strategy.
This webinar recording defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants learn how this approach can reduce the impact of market turbulence on their portfolios over time.
This webinar explores unconventional ways to save more money, from cutting hidden costs to finding new income streams. Participants will learn how to identify overlooked savings opportunities and make small changes that can lead to significant results over time.