Past Events


Financial Wellness Workshop
Webinar & Virtual Advice Day

Insurance for Different Stages of Life


This webinar will focus on why you should consider life insurance, determining your need, strategies for different life stages and circumstances, options and benefits for business owners as well as assessing potential risks. The webinar will also give a high-level overview of disability insurance, long term care, homeowners insurance, auto insurance and liability coverage. 

Date: Tuesday September 20, 2022

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager

Kelly Weber, Sales Executive, HUB International 

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Speaking Engagement
HR Indiana Conference 2022

Measure What Matters:

Using Metrics to Improve Employee Retirement Outcomes


In recent conversations with HR professionals, 3 major retirement plan trends continue to surface: Employee Retirement Readiness, Negotiating Fees & Cryptocurrency. This session will explore these 3 emerging trends, and summarize why retirement outcomes should matter to your organization. Attendees will receive guidance on how to go beyond using traditional metrics like participation rate and contribution rate to gauge whether their employees can successfully retire on-time and on their own terms. HR professionals will leave the session with methods they can use to evaluate the competitiveness of their plan, increase employee engagement and retirement readiness, and better understand the fee negotiation process.

Date: Tuesday August 30, 2022

Time: 11:15 AM - 12:15 PM EST 

Location: JW Marriott, Downtown Indianapolis

Speaker: Kristi Baker, Managing Partner

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Speaking Engagement
NFP Trends & Engagement Summit 2022

Building Financial Futures

Give your people peace of mind that their retirement goals are in reach.

HR professionals are grappling with a wave of resignation, recruitment and retention issues sweeping the labor market. We’ll examine retirement plan design trends across defined contribution plans, IRAs and 401(k)s. Gain ways to reshape your retirement plans to offer more competitive benefits that align with your total compensation package and help your workforce stay on track for retirement. 

Date: Thursday August 18, 2022

Location: 120 NW Martin Luther King Jr. Blvd Evansville, IN 47708

Speakers: Kristi Baker, Managing Partner & Kelli Davis, VP of Retirement Plan Consulting

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Midyear Outlook 2022: Navigating Turbulence


In response to the volume of questions and concerns regarding the market and economic outlook, CSi Advisory Services is proudly presenting LPL Research Midyear Outlook 2022: Navigating Turbulence. This webinar will cover market insights on what you can expect in the economy, policy, stocks, and bonds for the rest of 2022. This presentation is designed to help you assess conditions over the second half of the year, alert you to the challenges that may still lie ahead, and help you find the smoothest path for making continued progress toward your destination. 

Date: Thursday August 11, 2022 

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager 

Kelli Davis, VP of Retirement Plan Consulting 

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Financial Wellness Workshop
Webinar & Virtual Advice Day

ROTH: What You Need to Know


Most of our retirement income will be taxable to us. That's why ROTH can help further diversify our retirement savings. This webinar will focus on the benefits of ROTH savings and the difference between the types of retirement savings available to employees in their employer plans. 

When: Thursday June 2, 2022

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager

Kristi Baker, Managing Partner

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Financial Wellness Workshop
Webinar & Virtual Advice Day

Taking Control of Your Finances


Join us for a brief 20 minute webinar as we ask you to think about your financial goals in both the short and long term. Your goals might include purchasing your own home, saving up for a vacation, retiring early, or simply reducing your overall stress. Whatever your motivation is – having a clear vision will help motivate you to take control of your finances and stay on track.

In this webinar, you’ll receive information on:

  • Budgeting Tactics and Tips

  • Debt Pay Down Strategies

  • Tools to develop your personal savings

When: March 1, 2022 

Speakers: Bri Ikerd, Retirement Plan Education Consultant, CSi Advisory Services

Kelli Davis, Vice President of Retirement Plan Consulting, CSi Advisory Services

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Fiduciary Education Series

2022 Market Outlook 


As we enter 2022, many investors are wondering what is being forecasted for the year ahead. In this webinar, CSi welcomes LPL Financial Chief Market Strategist, Ryan Detrick, to present LPL Research’s Outlook 2022. This comprehensive presentation provides market insights on the economy, policy, stocks, and bonds, and the opportunities and challenges that may lie ahead in 2022 and beyond.

When: January 25, 2022 

Speakers: Ryan Detrick, Senior VP, Chief Market Strategist at LPL Financial 

Kristi Baker, Managing Partner, CSi Advisory Services

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Financial Wellness Webinar

Work, Life, and Money: Creating a Living Financial Plan


Financial planning is not just about the future— spending less, saving more, being disciplined, sacrificing today for tomorrow. It is about conscious choices, seeing realities and possibilities for change, tradeoffs, sorting and prioritizing. It is a way to periodically check in with yourself and realize there are always moving cycles to be managed. What makes a plan a living financial plan is that you design it to help you make choices today to enjoy both your now and your future.

In this webinar, you’ll receive guidance on how to: 

  • Implement strategies that build your work, life, and money balance

  • Develop personal financial habits that can put you back in control of your money and future goals

  • Begin to create your personal living financial plan 

When: December 2, 2021 

Speakers: Bri Ikerd, Retirement Plan Education Consultant at CSi Advisory Services

Kristi Baker, Managing Partner at CSi Advisory Services

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Fiduciary Education Series

One Fund. Many Benefits: American Funds Target Date Series


This webinar gives attendees the rare opportunity to interact with Capital Group Investment Director Jeb Bent, one of the main decision makers for the American Funds Target Date Series. During this virtual event, Mr. Bent will reveal the fascinating insights and experiences associated with his role as an investment strategist. This webinar will pull back the curtain and give attendees a glimpse into the strategies, research and decisions taking place behind the scenes, which ultimately determine the investments they are contributing to within their retirement plan.

When: Tuesday November 23, 2021 

Speaker: Kelli Davis, VP of Retirement Plan Consulting at CSi Advisory Services

Rich Lang, Investment Director, Capital Group

CSi Advisory Services and LPL Financial are not affiliated with American Funds. 
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Financial Wellness Webinar

Getting the Most from Your Medicare Benefits


Have you thought about how you will pay for health care in retirement? A 2018 Fidelity study found that a 65-year-old couple retiring that year would need $280,000 to cover health care and medical expenses throughout retirement. Those are just out-of-pocket costs beyond Medicare. On a positive note, people are living longer, healthier lives. It’s not just about what health care costs today, it’s about what health care will cost tomorrow. Therefore, planning for your retirement is more important than ever. Source: Fidelity Retiree Health Care Consulting Estimate, 2018.

In this webinar, you’ll receive information on:

  • Medicare benefits and considerations

  • Medicare and Medigap supplement policies

  • Information on the Medicare enrollment period, costs, things to consider, and helpful resources available to you

When: September 21, 2021

Speakers: Bri Ikerd, Retirement Plan Education Consultant at CSi 

Kevin Hansen, Director of Advisor Consulting at Principal Global Investors

LPL Financial and CSi Advisory Services are not affiliated with Principal Global Investors.

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Fiduciary Education Series

Plan Sponsor Preparedness


Plan Sponsor Preparedness is a half-day training for managers of employer-sponsored retirement plans. Whether you're new to managing retirement plans or have years of experience under your belt, we're covering an array of topics that speak to all experience levels, including: 

  • Trends in Retirement Plans

  • Employer Panel on Financial Wellness & Employee Education

  • Cybersecurity

  • Market Update

Eligible for 4 hours of SHRM CE credit and/or 4 hours of CPA CE credit. 

Who: Fiduciaries of employer sponsored retirement plans

Where: Parkwood Crossing, Lakeview Conference Room

550 E 96th Street Indianapolis, IN 46240

When: September 16th 2021 at 12:00 PM - 4:00 PM EST 

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Financial Wellness Webinar

Retirement Within Reach


At this webinar we discussed: ​

  • What retirement looks like to you

  • What gets in the way of our savings goals

  • How saving for retirement now can benefit you in the future

  • Possible sources of income during retirement 

  • And other important topics relevant to your retirement success

When: June 15, 2021 

Speakers: Bri Ikerd, Retirement Plan Education Consultant at CSi Advisory Services

Kristi Baker, Managing Partner at CSi Advisory Services

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Fiduciary Education Series

Creative Problem Solving

“Who, me? But, I’m not at all creative!” How often do you hear those words? Studies show that most adults use no more than a fraction of their creative potential each day. Creativity is not something we’re born with; it isn’t a talent or a strength; and it’s rarely a requirement for hire. But it certainly is necessary to achieve success and excellence in your work! The good news is that creativity is a skill that can be learned and developed. A combination of knowledge, imagination and evaluation, creativity flows from the right information, combined with the natural talents of every individual. Through this workshop, you will tap into your unique creative potential and learn how to put creativity to work, especially in the area of problem solving.

When: May 11, 2021 

Speakers: Kristi Baker, Managing Partner at CSi Advisory Services

JoDee Curtis, Founder of Purple Ink, LLC

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Financial Wellness Webinar

Securing Social Security

For many of us nearing retirement and those of us who wonder what Social Security will look like in the future, this is a must-watch webinar. Gail Buckner, Senior Vice President and National Financial Planning Strategist for Franklin Templeton Investments, has more than 25 years of industry experience in financial broadcasting and journalism. Perhaps, most notably, Gail hosted "Fox on Money" on the Fox News Channel. 

In this webinar, you’ll learn more about surprisingly complex situations including:

  • When to consider claiming Social Security benefits

  • How being married, divorced or widowed can impact your benefits

  • How to potentially give your Social Security check a boost

  • How benefits for one spouse can be affected depending on many factors, including when and how the other spouse files

When: March 18, 2021

Speakers: Kristi Baker, Managing Partner at CSi Advisory Services

Gail Buckner, Senior VP, Franklin Templeton Investments

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Fiduciary Education Series

A Guide to Plan Design in 7 Steps

There are many decisions to be made when it comes to designing your organization’s retirement plan. Through them all, it is important to remember that what is good for the plan is good for the participants. When it comes down to it, optimizing every aspect of plan strategy and management maximizes retirement readiness.

With so much to consider, how can you be confident that you are implementing a retirement plan that serves as a strong foundation and sets both your employees and the employer up for success? In this webinar, we break down the plan design process into 7 manageable steps.

In this webinar, you’ll receive guidance on how to:​

  • Rethink contributions by reviewing the various employer contribution methods

  • Determine a vesting schedule to motivate employees

  • Use proactive plan design programs such as automatic enrollment and automatic contribution

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Financial Wellness Webinar

Women & Money

Women face unique financial challenges and opportunities. In fact, women who reached age 65 in 2019 are expected to live, on average, to age 86. Yet, of 63 million wage and salaried women aged 21 to 64 working in the U.S., only 45% participate in a retirement plan. Together, let’s discuss building a budget, investing with confidence, and managing debt and savings.

In this Women and Money webinar, you’ll receive guidance on how to:​

  • Be a good money manager

  • Take care of your family financially

  • Gain insight on the importance of increasing your own financial understanding

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Fiduciary Education Series

2020 Plan Sponsor Attitudes Survey

Are your employees getting the most out of your organization’s retirement plan? Curious about how your organization’s plan compares to others in the industry? Discover all this and more by joining Kelli Davis, Vice President of Retirement Plan Consulting at CSi Advisory Services and Ami Hinda, Senior Vice President, Advisor Sold DCIO Market at Fidelity Investments, for a webinar where we will review the findings from the 2020 Fidelity Investments Plan Sponsor Attitudes Survey. Ensure you’re up to date on this ever-changing industry and prepared to navigate well into the future.


In this Plan Sponsor Attitudes webinar, you’ll receive guidance on how to:

  • Determine whether your plan is effectively preparing employees for retirement financially

  • Identify ways that aim to improve your retirement plans with a focus on strengthening employees’ financial well-being

  • Look beyond retirement preparedness at employees’ full financial pictures, and see the value of implementing programs that support employees’ financial wellness, student debt payments, and more

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Financial Wellness Webinar

Kids & Money: Raising Financially Aware Kids


Is your school preparing your child for life? Not when it comes to money... that's your job. We all want our kids to grow up financially secure. That’s why teaching them about money starts at home. Learn what you should be discussing with your kids to give them the skills they need to prepare for their financial future.

In this Kids and Money: Raising Financially Aware Kids webinar, you’ll receive guidance on how to:

  • Spot opportunities for lessons in spending, saving and earning money

  • Talk to your kids about your family’s money story

  • Crack the codes on how other parents have successfully taught their kids about financial decisions

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HR Indiana Conference

Financial Wellness Beyond the Nudge - Tactics and Action Tips


How are you helping your employees cope with the financial stress they bring to work? Did you know that financial stress and workplace performance are linked? About half of the United States workforce is dealing with financial stress, leading to $500 billion in lost productivity costs for employers. Generations, compensation ranges, blue collar/white collar...all bring their own set of unique financial challenges. This session will explore the diverse feelings your employees have about money and will offer a variety of solutions that could meet their needs. The results will lower absenteeism, reduce turnover, increase productivity, reduce benefit and health care costs, increase retirement confidence, and reduce stress. It’s almost impossible for employees to leave their personal concerns at home, so let’s explore solutions that may address the impact of financial problems on workplace wellness.

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The War for Talent: Ways to Arm Your Employees to Overcome Student Debt

There is a student debt crisis unfolding in the United States.  The total amount of outstanding student loan debt has reached an all-time high of $1.41 trillion according to the credit reporting agency Experian, surpassing both credit cards and auto loans.   It may surprise you that it’s not just your young workforce, but many between the ages 45-60 are paying for college and/or taking parent plus loans to help their children.  

Employees need help.  According to a report from the International Foundation of Employee Benefit Plans, four out of five employers report that their employees’ personal financial issues are impacting their job performance.  It’s affecting employees’ ability to pursue other life goals; like home purchases, starting a family, and contributing to their retirement accounts.  Student debt might feel like an individual problem, but on this large a scale, it’s something many businesses have to tackle. 

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Fiduciary Education Series

How the Evolving Workspace is Changing Retirement


Learn how the shifting demographics, technology innovations, and new employee expectations are shaping the workplace of the future. Living well into one's 80s, 90s and beyond can be expected.  Many older Americans embrace work as a part of retirement. The future holds a many stage life for employees across all age groups.  Sixty-five just isn’t old any more. How do you manage your workforce and benefits in light of these changes?


Learning Objectives:

  • Identify new trends for employee engagement

  • Recognize different approaches to employee engagement

  • Understand the career cycle and how it impacts your workforce

  • Understand how the aging population affects business

  • Recognize how do you engage your would-be retirees

  • Learn how to assess the flexibility of your company policies

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Fiduciary Education Series

Debt Management 

How do we manage debt? What factors should we consider when talking on and paying off debt? In our Financial Wellness event, we will look at "Debt Management." Kelli Davis of CSi Advisory Services will focus on key techniques to successfully manage debt. 

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Financial Wellness Webinar

Anatomy of a Recession 

How do Recessions happen?  What factors in the market lead to a recession and what factors tell us we are on our way out?  In The Anatomy of a Recession we look at the players who can cause a recession to occur and the players who can pull us out.  We also look at what history tells us about our current market conditions and what to expect going forward. 

Financial Wellness Webinar

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Fiduciary Education Series

Retirement Plan Industry Investment Trends

Join us to learn about the latest investment trends within the retirement plan industry. This webinar will be expertly guided by Investment Analyst Alex B. Kahn. 

Alex will provide you an overview of upcoming investment trends for 2020, and providing information on efficient menu design, asset allocation trends, and Collective Investment Trusts (CITs). This webinar is perfect for CFOs, human resource leaders, business owners, trustees, fiduciaries and all retirement plan committee members.

Presented by:  Alex B. Kahn, Investment Analyst, RPAG

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Fiduciary Education Series

Financial Wellness Series

A Guide to Social Security 


 In 2017, 67 million people received Social Security benefits.  People are living longer, and there are options and benefits to understanding the choices available through Social Security.  Join us as we review topics such as: 

  • How it began

  • Why is Social Security important?

  • When should I take my Social Security?

  • Will Social Security be there for me?

  • How are my benefits determined?


You will leave the meeting with a better understanding of the program and how Social Security works with your current retirement plan.  You will learn how to determine your current projected benefits.


PARC Amenity Center

550 E 96th Street

Indianapolis, IN 46240 

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Understanding Your Plan Fees

Almost 10 years into the Department of Labor's Fee disclosure mandate, plan fees have become more complicated than ever.  Revenue sharing vs zero revenue sharing?  Asset based fees vs flat dollar?  Join us for our November Breakfast Series where we decipher the world of retirement plan fees.  We will review the different components of the plan costs and provide you a roadmap for effectively reviewing and comparing your fees.

**1 hour of CPE Credit

***1 hour of SHRM/HRCI Credit


PARC Amenity Center

550 E 96th Street

Indianapolis, IN 46240 

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Fiduciary Education Series


Cybersecurity is our new every day threat to our personal information. In recent years, cyber criminals have begun targeting retirement accounts and their owners as their new victims. For our next Breakfast Series, we are pleased to partner with John Hancock on methods plan sponsors and employees can take to prevent these attacks and maintain the security of their retirement accounts. CSi Advisory Services and LPL Financial are separate entities from John Hancock. 


Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

Fiduciary Education Series

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Fiduciary Education Series

Retirement Reality

Are your employees striving or thriving in their preparation for retirement? Financial Wellness is a popular term but what can be done to help improve the financial outcomes for participants. Finally, are you as a plan sponsor implementing fiduciary best practices? Join us for a discussion about today’s retirement reality and the fiduciary best practices employers need to know.

What you will learn:

  • What is the state of America’s retirement and why this is important?

  • Plan design enhancements that can employees pursue retirement goals.

  • Best practices for plan sponsors


Gregory & Appel Insurance

1402 N Capitol Ave, Suite 400

Indianapolis, IN 46202

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Fiduciary Education Series

Next Generation Thinking: Managing the Retirement Puzzle

The modern workplace is a sea of change.  From Baby Boomers wrapping up their careers to Millennials beginning their careers, the workplace demographics have become increasingly complex.  This means it’s more important than ever to make sure your retirement plans are designed to give your employees the best chance at retirement success.  In Managing the Retirement Puzzle, we’ll review how these groups prepare and plan for retirement and what as an employer you can do to engage these groups and seek to produce the best outcomes.


Indiana​ Wesleyan University- Indianapolis North Campus 

3777 Priority Way S Dr.

Indianapolis, IN 46240

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Fiduciary Education Series

Participant Inaction: How It Can Work to Their Advantage 

Many Participants will make an investment election at enrollment and not make another change. How does this effect their retirement outcome? learn how this inertia can work to their advantage while we also review the 2019 Market Outlook presented by American Century. 

What you will learn:

  • Participant behaviors

  • Investment decisions they make

  • Techniques that drive Participant Outcomes & 2019 Market Outlook


Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

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