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Upcoming Events

Plan Sponsor Webinar

SECURE Act 2.0 Is Here: What Plan Sponsors MUST Do, What They MAY Do, and WHEN They Need to Do It

Join CSi Advisory Services for a discussion with top ERISA attorney and former federal regulator Brad Campbell, who will update us on SECURE Act 2.0 and how the new legislation impacts plan sponsors. SECURE Act 2.0, included in the Consolidated Appropriations Act, 2023, became law on December 29, 2022. It includes more than 90 provisions that will affect almost all private sector retirement arrangements—effective dates vary, ranging from immediately effective to 10 years from now. In this webinar, we will focus on the provisions that are likely to matter most to plan sponsors over the next three years.

Date: Thursday February 23, 2023

Time: 10:00 AM - 10:45 AM EST 

Speakers: Brad Campbell, Partner, Faegre Drinker Biddle & Reath LLP

Kelli Davis, VP of Retirement Plan Consulting

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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

Webinar12:00 PM - 12:30 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, VP of Retirement Plan Consulting

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Financial Wellness Workshop
Webinar & Virtual Advice Day

Life's Big Moments

 

Life is full of big moments. And with big moments, come big decisions. This webinar will focus on some of life’s most significant milestones and the potential financial implications associated with each of them. We will cover the financial considerations and decisions related to marriage, divorce, and remarriage, having a child, making a large purchase such as a home or car, paying for college, and retirement. The goal of this webinar is to help you feel better prepared for navigating your life’s biggest events through smart financial planning and empowered decision-making.

Date: Wednesday June 7, 2023

Webinar: 12:00 PM - 12:30 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

Peter Dunn a.k.a. Pete the Planner®, CEO & Founder, Your Money Line

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