Speaking Engagement (Panel Discussion)
IndySHRM In-Person Event

BeneFITNESS - Tips from the Coaches for a LEANER, STRONGER, and MORE FLEXIBLE Employee Benefits Offering

Join IndySHRM for its third quarterly in-person event of the year! This panel discussion will focus on how to choose the best employee benefits package for your organization.

This program will also be available virtually via Zoom. When registering you will be prompted to choose which method to attend. A light breakfast and coffee will be provided at the in-person event. 

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Date: Tuesday September 27, 2022 Time: 7:30 AM - 9:30 AM EST 

Location: Kittle Properties (310 E 96th St. Indianapolis, IN 46240)

Moderator: Lydia Clark (CEO, Integrity Benefit Partners)

Panelists: Kristi Baker (Managing Partner, CSi Advisory Services) Dylan Melling (Practice Manager, Integrity Benefit Partners) Amber Chittenden (VP of Client Engagement, Apex Benefits) Matt Heincker (Indiana Employee Benefits Practice Leader, USI Insurance Services) 

Speaking Engagement
IndySHRM Webinar

Building Financial Futures

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Give your people peace of mind that their retirement goals are in reach.

HR professionals are grappling with a wave of resignation, recruitment and retention issues sweeping the labor market. We’ll examine retirement plan design trends across defined contribution plans, IRAs and 401(k)s. Gain ways to reshape your retirement plans to offer more competitive benefits that align with your total compensation package and help your workforce stay on track for retirement. 

Program is certified for 1.0 SHRM and HRCI credits.

SHRM BASK Competencies Discussed: People: Total Rewards

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Date: Wednesday September 28, 2022

Time: 8:00 AM - 9:30 AM EST 

Speakers: Kyle Brown, Relationship Consultant 

Financial Wellness Workshop
Webinar & Virtual Advice Day

Investing Basics 

This webinar will discuss the need to build wealth, the types of investment tools available to you, and how to manage risk. 

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Date: Tuesday December 6, 2022

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

Kristi Baker, Managing Partner

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.

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Date: Tuesday March 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

Kelli Davis, Vice President of Retirement Plan Consulting