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: 

  • 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

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


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: 

  • 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

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


March 18, 2021

Financial Wellness Webinar

Retirement Within Reach


At this webinar you'll learn: ​

  • Why starting to invest early is critical to your retirement

  • The benefits of enrolling in your plan

  • 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 


June 15, 2021

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.