New Resource for Retirement Advice and More

The Arizona Board of Regents and the Arizona University System have partnered with CAPTRUST, a retirement advisory firm and financial fiduciary, to help University of Arizona employees achieve their financial goals, whether that’s preparing for retirement, creating a budget, managing debt, saving for college, or buying a house. The collaboration is expected to provide the employees with comprehensive financial guidance and support, enabling them to make informed financial decisions and achieve their long-term financial goals.

"CAPTRUST offers personalized and unbiased financial advice,” says Life & Work Connections director Josephine Corder. They do not sell any products or services and are free for employees.

Employees can access one-on-one consultations, educational webinars, and tools to create a personalized Retirement Blueprint. The Retirement Blueprint is a comprehensive report that considers every aspect of an employee's financial state.  Information provided by the employee helps provide projections on how they can meet their financial goals.

The Retirement Blueprint can answer some of the employees' most common questions, such as "How much should I be saving?" "What is the recommended investment strategy for me?" and "When can I retire?" Employees can create multiple blueprints based on different scenarios.

Corder compared the Retirement Blueprint to an annual wellness exam but for finances. "You can go to CAPTRUST to review your finances annually and at major milestones, so your financial future is always in focus," Corder said. 

To learn more, visit www.captrustadvice.com and take the first step towards financial empowerment.