Upcoming Events

HR Indiana Conference

Financial Wellness Beyond the Nudge - Tactics and Action Tips


How are you helping your employees cope with the financial stress they bring to work? Did you know that financial stress and workplace performance are linked? About half of the United States workforce is dealing with financial stress, leading to $500 billion in lost productivity costs for employers. Generations, compensation ranges, blue collar/white collar...all bring their own set of unique financial challenges. This session will explore the diverse feelings your employees have about money and will offer a variety of solutions that could meet their needs. The results will lower absenteeism, reduce turnover, increase productivity, reduce benefit and health care costs, increase retirement confidence, and reduce stress. It’s almost impossible for employees to leave their personal concerns at home, so let’s explore solutions that may address the impact of financial problems on workplace wellness.

Who: Employers, Human Resource, Plan Sponsors of Retirement Plans

Where: Virtual/ JW Marriott Indianapolis 

When: August 24, 2020 2:00 pm EST - 3:00 pm EST

Registration Available at HR Indiana:

August 24, 2020

Financial Wellness Webinar

Kids & Money: Raising Financially Aware Kids


Is your school preparing your child for life? Not when it comes to money... that's your job. We all want our kids to grow up financially secure. That’s why teaching them about money starts at home. Learn what you should be discussing with your kids to give them the skills they need to prepare for their financial future.

In this Kids and Money: Raising Financially Aware Kids webinar, you’ll receive guidance on how to:

  • Spot opportunities for lessons in spending, saving and earning money

  • Talk to your kids about your family’s money story

  • Crack the codes on how other parents have successfully taught their kids about financial decisions

Who: CSi Retirement Plan Participants Only

Where: Webinar 

When: September 17, 2020 12:00 pm EST to 12:45 pm EST


September 17, 2020

Financial Wellness Webinar

Women & Money


More info coming soon. 


Who: CSi Retirement Plan Participants Only

Where: Webinar 

When: December 2, 2020 12:00 pm EST to 12:45 pm EST


December 2, 2020

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.