In episode two, we sit down with Phyllis Klein, Senior Director of Retirement Services. Phyllis shares how she got her start in the industry, how those experiences have shaped her perspective on inclusion and diversity, and why it remains important to her. And, with retirement on the horizon, Phyllis shares what the next chapter looks like for her.  

Grab a cup of coffee and tea, sit back and relax, and join us for our CAPTRUST conversation!