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:

  • Medicare benefits and considerations

  • Medicare and Medigap supplement policies

  • 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:

December 2, 2021