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CONFERENCE SPONSOR

 

 

 

 

Web Site
www.captrustadvisors.com

Workshops
Monday, 1:45 pm
Wednesday, 10:15 am

Keynote Address
Preparing for Your Fiduciary Role
in 2008

Contact
CAPTRUST Financial Advisors
John Appleby
Managing Director
8816 Six Forks Road, #301
Raleigh, NC 27615

P: (800) 216-0645
P: (919) 870-8891
E:john.appleby@captrustadvisors.com




 

 

CAPTRUST Financial Advisors is an independent investment firm specializing in retirement plan advisory services. The foundation of our client relationships is objectivity and long before it became scrutinized, we were operating free of conflicts of interest. We have a long history of partnering with plan sponsors to achieve success and have developed a wealth of experience as the retirement plan marketplace has evolved. As a result, we are adept at leading you through the intricacies and nuances of retirement plans from beginning to end. We pride ourselves in offering our clients a disciplined and prudent investment consulting process, focusing on delivering quality service through a team approach. CAPTRUST is a specialist firm committed to forming a cofiduciary relationship with clients. Objective independent consulting to retirement plans is our primary business.

COMPLETE CONFERENCE AGENDA

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