Speakers Bureau

CSi Advisory Services is committed to educating and training our clients and their employees.

Some of our recent education programs have covered relevant topics such as:

  • Retirement Reality: A Modern Approach to Plan Design

  • Building Financial Futures

  • Planning for Healthcare in Retirement

  • Retirement Research: Survey of Retirement Savers

  • Employees Want Retirement Plan Features that Accelerate Retirement Savings

  • Target Date Trends and Evaluation


Additional topics include: 

  • CPA CE Credits

  • SHRM and HRCI CE Approved Presentations

  • Financial Wellness

  • Employee Education 

  • And much much more! 

Clients and guests that attend our educational programs can walk away with advice about how to plan for a more successful retirement.

The speakers educate and assist individuals. We believe in confidence in partnership with our speakers and the community to build a strong future.

For more information and speaking topics, or if you would like to schedule an educational program for your organization, please contact us!

Kelli Davis

Vice President of Retirement Plan Consulting

Kristi Baker

Managing Partner

Joe Nierman

Retirement Plan Specialist / Wealth Manager

900 East 96th Street, Suite 325

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 CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

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, OR, AL, MO, GA, CA, TN.