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New Year, New Financial Goals (Webinar Recording)

The beginning of the year is an ideal time to refresh your budget and your financial goals. Did you get a raise or a promotion? Have you checked your beneficiaries and withholding amounts? What can you do now to make tax season easier? Watch our panel discussion as we examine and suggest smart financial steps you can take this year to reach your financial goals.

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