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Upcoming Events

Financial Wellness Workshop
Webinar & Virtual Advice Day

Mid-Career Financial Planning

 

Join us for an essential webinar tailored for mid-career professionals looking to secure their financial future. "Mid-Career Financial Planning" will cover key strategies to effectively fund, grow, and protect your nest egg, ensuring a comfortable and worry-free future.


What You Will Learn:

  • Funding Your Future: Discover practical tips for maximizing your savings, investing on your own, and taking advantage of employer-sponsored plans.

  • Growing Your Nest Egg: Explore investment strategies that balance your own risk tolerance and the timeline to your goals.

  • Protecting Your Savings: Learn about risk management and asset protection techniques to safeguard your funds against market volatility and unforeseen expenses.
     

Date: Tuesday, September 10, 2024

Webinar: 12:00 PM - 12:30 PM EST 

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

Speakers:

Financial Wellness Workshop
Webinar & Virtual Advice Day

Estate Planning

Be on the look out for more details coming soon.

Date: Wednesday, December 4, 2024

Webinar: 12:00 PM - 12:30 PM EST 

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

Speakers:

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