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CSi Financial Wellness Workshop: 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. Join CSi and award-winning financial expert Pete the Planner as we 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.

Jun 7, 2023 12:00 PM in Eastern Time (US and Canada)

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Bri Ikerd
Retirement Plan Education Consultant Manager @CSi Advisory Services
Bri Ikerd is a Retirement Plan Education Consultant Manager and Wealth Advisor at CSi Advisory Services. Bri holds a B.S. in Economics from the University of Evansville and an M.A. in Economics from Indiana University. She has spent most of her professional career working at OneAmerica Retirement Services as an Investment Specialist, then an Investment Consultant, and, finally, an Investment Manager. Bri joined CSi in early 2020 to educate participants and plan sponsors on their financial position and options available to them. Bri is passionate about educating people on the value and necessity of financial planning, and enjoys helping individuals plan for their financial futures. Bri’s goal is to simplify the process for the individual. While she can’t take the burden off their shoulders, she strives to help them make educated decisions that seek to allow them to live their best possible financial lives.
Peter Dunn
Founder & CEO @Your Money Line
Peter Dunn a.k.a. Pete the Planner® is an award-winning financial expert. He’s a USA TODAY columnist, the author of ten books, and the CEO and Founder of Your Money Line. Pete is also the host of a popular radio show and podcast The Pete the Planner Show, and appears regularly on TV and nationally syndicated radio programs. Pete is regularly considered one of the foremost experts on financial wellness.