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Topic

CSi Financial Wellness Workshop: Life's Big Moments

Description

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.

Time

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

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Speakers

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.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Jun 7, 2023 12:00 PM Eastern Time (US and Canada) Topic: CSi Financial Wellness Workshop: Life's Big Moments Register in advance for this webinar: https://hubinternational.zoom.us/webinar/register/WN_J13QMYoTRFa44FgXTRe7ng After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers 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.

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