Upcoming Events
Fiduciary Education Series
Plan Sponsor Preparedness
More Info Coming Soon!
Who: Fiduciaries of employer sponsored retirement plans
Where: Parkwood Crossing, Lakeview Conference Room
550 E 96th Street Indianapolis, IN 46240
When: Thursday, September 16th 2021 12:00 PM - 4:00 PM EST
RSVP:
September 16, 2021
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:
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Medicare benefits and considerations
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Medicare and Medigap supplement policies
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Information on the Medicare enrollment period, costs, things to consider, and helpful resources available to you
Who: CSi Retirement Plan Participants Only
Where: Webinar
When: Tuesday, September 21, 2021 6:00 pm EST
Speakers: Bri Ikerd, Retirement Plan Education Consultant at CSi Advisory Services
Kevin Hansen, Director of Advisor Consulting at Principal Global Investors
LPL Financial and CSi Advisory Services are not affiliated with Principal Global Investors.
RSVP:
September 21, 2021
Financial Wellness Webinar
Work, Life, and Money: Creating a Living Financial Plan
More Info Coming Soon!
Who: CSi Retirement Plan Participants Only
Where: Webinar
When: Thursday, December 2, 2021 6:00 pm EST
Speaker: Bri Ikerd, Retirement Plan Education Consultant at CSi Advisory Services
RSVP: