VESTED

A CAPTRUST magazine

Launched in 2015 and produced exclusively for clients and friends twice annually, VESTED is CAPTRUST’s signature magazine. VESTED provides timely, relevant, and actionable ideas and recommendations to inform what’s next for our clients. From deep dives into the markets to a retiree’s newly discovered passion, VESTED offers something for every reader to connect with.

CAPTRUST has the experience and expertise to give our readers tips to help them achieve a more successful retirement. VESTED strives to break down stereotypes and present retirement as a period of fulfillment, new experiences, engagement, giving back, and something to aspire to.

About the Second Act

Our signature cover story, Second Act, portrays a person’s thinking, preparation, and successful transition, to reduce the fear factor about what’s behind the curtain of retirement.

Stroke of Luck | Winter 2022

Sean Entin is this issue’s Second Act. Entin used his passion and entrepreneurial energy to build several businesses, but, at age 39, that came to a crashing halt. He suffered a massive stroke and, since then, has been fighting to rebuild his body and help other stroke survivors.

Other stories inside the issue:

• The surprising problem of spending too little in retirement;

• Current thinking on preventing and treating Alzheimer’s disease;

• Inflation and its insidious effects on our thinking and long-term financial plans; and

• Understanding your family’s heritage through food.

A Lawyer’s Big Leap | Summer 2022

This issue’s Second Act hero is Joe Dworetzky. After a 35-year career as an attorney in Philadelphia, a job he found both stimulating and challenging, he started over as a journalist and political cartoonist in a new city. His story of never letting go of his original passions—even decades later—should be a lesson for all of us.

More stories to explore:

• Life lessons learned by cancer survivors;

• What to do if you experience a late-life crisis;

• How past geopolitical events have impacted the financial markets;

• One family’s story of fighting to keep gospel music alive in Harlem; and

• Rock climbing as a surprisingly safe way to stay fit and socially connected.

Leading New Troops | Fall 2022

Major General Angie Salinas, U.S. Marine Corps (Retired), shares her Second Act story in this month’s issue. After nearly 40 years of service, General Salinas had her pick of Fortune 500 leadership opportunities. She chose to impact the next generation of leaders instead, taking a role as chief executive officer of the 21,000-strong Girl Scouts of Southwest Texas.

The issue also features topics including:

• Sharing your family’s narrative with future generations;

• Tapping into your retirement accounts when you retire;

• Finding the right level of risk for your investment strategy; and

• Baby boomers taking their shows on the road.