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Upcoming Events

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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Financial Wellness Workshop
Webinar & Virtual Advice Day

Investment Strategies & Portfolio Design

 

Have you ever wondered what you should consider when it comes to your investments? In this webinar, we will discuss the framework and investment tools you have at your disposal to help you potentially grow your assets. This webinar is intended for investing novices, but will also discuss crucial points even sophisticated investors should consider.

Date: Thursday September 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

Grant Buntin, Retirement Plan Education Consultant

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