Past Events

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

Hosted By: Bri Ikerd, CSi Retirement Plan Education Consultant & Kristi Baker, Managing Partner of CSi Advisory Services 

 

June 15, 2021

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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.

Hosted By: Kristi Baker, Managing Partner of CSi Advisory Services & JoDee Curtis, Founder of Purple Ink, LLC

May 11, 2021

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

March 18, 2021

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

February 9, 2021

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

 

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation. 

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December 3, 2020

September 17, 2020

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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November 11, 2020

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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September 17, 2020

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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August 24, 2020

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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August 11, 2020

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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August 4, 2020

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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June 10, 2020

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 our next Education Series event, we will look “The Anatomy of a Recession” and look at the players who can cause a recession to occur and the players who can pull us out.  We’ll also look at what history tells us about our current market conditions and what to expect going forward. 

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May 28, 2020

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

Where:

Webinar

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March 19, 2020

A Guide to Social Security 

Join us to review a topic that affects everyone – 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.

Where:

PARC Amenity Center

550 E 96th Street

Indianapolis, IN 46240 

Delicious Sandwich

February 4, 2020

A Guide to Social Security 

Join us at the Columbus Chamber to review a topic that affects everyone – 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.

Where:

Columbus Chamber

500 Franklin St,

Columbus, IN 47201

Bruschetta Bites

January 21, 2020

Fiduciary Education Series 

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

Where: **NEW LOCATION**

PARC Amenity Center

550 E 96th Street

Indianapolis, IN 46240 

Continental Breakfast

November 5, 2019

Cyber-security 

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. 

Where: 

Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

Healthy Breakfast

August 6, 2019

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

Where: 

Gregory & Appel Insurance

1402 N Capitol Ave, Suite 400

Indianapolis, IN 46202

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June 11, 2019

Visualize Your Retirement 

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.  Join us for our next breakfast seminar where T. Rowe Price will show techniques for helping your employees visualize their retirement in a new way

What you will learn:

  • The financial concerns your participants face

  • Strategies that aim to improve their outcomes

  • Action plans for driving engagement 

Where: 

Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

Healthy Breakfast

May 7, 2019

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.

Where:

Indiana​ Wesleyan University- Indianapolis North Campus 

3777 Priority Way S Dr.

Indianapolis, IN 46240

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March 13, 2019

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

Where: 

Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

Continental Breakfast

February 12, 2019

Retirement Reality: A Modern Approach to Plan Design 

What are the retirement realities your employees are facing? How do you adapt your current plan features so employees can meet these new challenges? Our November breakfast will focus on plan design changes employers can make today to help prepare their employees for the future.  

What you will learn:

  • Current retirement landscape

  • Retirement spending

  • Plan design changes to improve retirement readiness

Where: 

Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

Healthy Breakfast

November 8, 2018

How to Develop an effective Retirement Plan Committee 

An effective way for fiduciaries to protect and defend against the liabilities to which plan fiduciaries can become subject for ERISA violations, is developing a clear awareness and understanding of the relevant fiduciary rules and ensuring the plan's operation is consistent with these requirements. 

Where: 

Maggiano's Little Italy

3550 E. 86th Street

Indianapolis, IN 46240

Continental Breakfast

August 7, 2018

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