Upcoming Events

Financial Wellness Workshop
Webinar & Virtual Advice Day

ROTH: What You Need to Know

 

Most of our retirement income will be taxable to us. That's why ROTH can help further diversify our retirement savings. This webinar will focus on the benefits of ROTH savings and the difference between the types of retirement savings available to employees in their employer plans. 

Date: Thursday June 2, 2022

Webinar: 12:00 PM - 12:20 PM EST 

Virtual Advice 1-1 Sessions with CSi Advisor: 1:00 PM - 4:00 PM EST

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager

Kristi Baker, Managing Partner

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Financial Wellness Workshop
Webinar & Virtual Advice Day

Insurance for Different Stages of Life

 

This webinar will focus on why you should consider life insurance, determining your need, strategies for different life stages and circumstances, options and benefits for business owners as well as assessing potential risks. 

Date: Tuesday September 20, 2022

Webinar: 12:00 PM - 12:20 PM EST 

Virtual Advice 1-1 Sessions with CSi Advisor: 1:00 PM - 4:00 PM EST

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager

Kelli Davis, Vice President of Retirement Plan Consulting

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Financial Wellness Workshop
Webinar & Virtual Advice Day

Investing Basics 

 

This webinar will discuss the need to build wealth, the types of investment tools available to you, and how to manage risk. 

Date: Tuesday December 6, 2022

Webinar: 12:00 PM - 12:20 PM EST 

Virtual Advice 1-1 Sessions with CSi Advisor: 1:00 PM - 4:00 PM EST

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager

Kristi Baker, Managing Partner

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Financial Wellness Workshop
Webinar & Virtual Advice Day

Financial Planning Through the Generations 

 

This webinar will focus on important topics regarding relationships and finances such as preparing for the change in primary decision makers, ways to encourage transparency of finances with those we trust, considering complex family dynamics, expanding financial conversations as you or your loved ones age, and proactive planning for your aging loved ones and your becoming of age loved ones as well as yourself.

Date: Tuesday March 7, 2023

Webinar: 12:00 PM - 12:20 PM EST 

Virtual Advice 1-1 Sessions with CSi Advisor: 1:00 PM - 4:00 PM EST

Speakers: Bri Ikerd, Retirement Plan Education Consultant Manager

Kelli Davis, Vice President of Retirement Plan Consulting

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