Webinar Recording: Ask CAPTRUST: Midyear Checkup
Did you start the year with a list of financial resolutions? Saving more and spending less? As well intentioned as you were, midyear is an excellent time to check in with yourself and make some adjustments to be sure you’re staying on course. In this webinar recording, we share a few financial areas you should check in on and actions you can take now to get back on track if you have strayed.
To download a copy of the transcript, click here.
Have questions? Need help? Call the CAPTRUST Advice Desk at 800.967.9948 or schedule an appointment with a retirement counselor today.