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Past Events

Financial Wellness Workshop

Webinar  & Virtual Advice Day

Smart Tax Strategies for Your Retirement Accounts

 

This session is designed to help you understand how to maximize your 401(k), 403(b), and IRA contributions.

  • The tax advantages of traditional vs. Roth accounts

  • How to capture your full employer match (it’s free money!)

  • Key updates for 2026—including new deferral limits and the Roth catch-up requirement

3.11.26

Looking for more?

Check out our webinar archive to learn about:


Divorce & Money

Medicare Basics

Estate Planning

Retirement Strategies

Homeownership

Investment Portfolio Design

& More!

 


 

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900 East 96th Street, Suite 125

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, MO, GA, CA, TN, SC, TX, AZ, MA, MI, NY.

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