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

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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!

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Kelli Davis

Vice President of Retirement Plan Consulting

Kristi Baker

Managing Partner

Joe Nierman

Retirement Plan Specialist / Wealth Manager