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Upcoming Events

Financial Wellness Workshop

Webinar & Virtual Advice Day

The Key to Growing Your Money

 

Join us for an informative webinar on The Key to Growing Your Money, where we’ll explore the fundamentals of saving and investing, how inflation impacts your financial future, and the power of compounding returns. This session will help you understand:
✔️ The difference between saving and investing
✔️ Types of investment accounts and their uses
✔️ Risk tolerance and how it impacts your investment choices
✔️ The long-term benefits of compounding returns
✔️ How to get started with a financial strategy that fits your goals
 

Webinar: 12:00 PM - 12:30 PM EST 

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

Speakers: Bri Ikerd, Retirement Education Consultant Manager & Wealth Advisor  

Grant Buntin, Retirement Plan Education Consultant & Wealth Advisor

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Financial Wellness Workshop

Webinar & Virtual Advice Day

Coming Soon

 

Webinar: 12:00 PM - 12:30 PM EST 

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

Speakers:

On Demand Only
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Financial Wellness Workshop

Webinar & Virtual Advice Day

Coming Soon

 

Webinar: 12:00 PM - 12:30 PM EST 

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

Speakers:

RSVP Coming Soon
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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 Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

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.

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