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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 7, 2023 12:00 PM Eastern Time (US and Canada) Topic: CSi Financial Wellness Workshop: Financial Planning through the Generations Register in advance for this webinar: https://hubinternational.zoom.us/webinar/register/WN__Ypa2fomTSmcDSwN8Uy2-g 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. Kelli Davis (VP of Retirement Plan Consulting @CSi Advisory Services) Kelli Davis is the Vice President of Retirement Plan Consulting at CSi Advisory Services, a division of HUB International. Since 2004, Kelli has been dedicated to helping individuals reach their retirement goals. She believes that qualified retirement plans have become an essential part of people’s financial lives. That is why Kelli dedicates much of her time to helping employers offer quality retirement plans, so their employees can save for a comfortable retirement. Kelli holds a B.A. in Economics from DePauw University. She has earned her Accredited Investment Fiduciary (AIF®) designation and Certified 401(k) Professional, (C(k)P®) designation. Kelli has been recognized for her expertise by a number of industry groups. Most recently, she was named a 2022 Top Retirement Plan Adviser by PLANADVISER Magazine, recognized within the categories of Top Retirement Plan Assets Under Advisement, Top 403(b) Plans and Women Advisers.

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