Upcoming Events
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 Fiduciary Education Series webinar, we break down the plan design process into 7 manageable steps.
In this webinar you'll receive guidance on how to:
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Rethink contributions by reviewing the various employer contribution methods
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Determine a vesting schedule to motivate employees
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Use proactive plan design programs such as automatic enrollment and automatic contribution
Who: Employers, Human Resource teams, Finance teams
Where: Webinar
When: Tuesday February 9, 2021 12:00 pm EST/11:00 am CST
Hosted By: Kelli Davis, Vice President of Retirement Plan Consulting at CSi Advisory Services
RSVP:
February 9, 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-attend 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.
Join our webinar to learn more about surprisingly complex situations including:
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When to consider claiming Social Security benefits
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How being married, divorced or widowed can impact your benefits
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How to potentially give your Social Security check a boost
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How benefits for one spouse can be affected depending on many factors, including when and how the other spouse files
Who: CSi Retirement Plan Participants Only
Where: Webinar
When: Thursday, March 18, 2021 1:00 pm EST
Hosted By: Kristi Baker, CSi Advisory Services & Gail Buckner, Franklin Templeton Investments
RSVP:
March 18, 2021
Financial Wellness Webinar
Retirement Within Reach
At this webinar you'll learn:
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Why starting to invest early is critical to your retirement
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The benefits of enrolling in your plan
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How to put yourself on the path toward retirement with the help of your Retirement Plan Advisory Team
Who: CSi Retirement Plan Participants Only
Where: Webinar
When: Tuesday, June 15, 2021 12:00 pm EST
Hosted By: Bri Ikerd, Retirement Plan Education Consultant at CSi Advisory Services
RSVP: