This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, will highlight governance procedures and steps a nonprofit should consider when issuing an advisor RFP.
Individual Investors and Families
Wealth planning, risk management, and investment services.
Executives and Business Owners
Corporate benefits planning, risk management, and investment services.
Cash management, risk management, and post-career planning for the unique needs of professional athletes.
Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.