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CSi Financial Wellness Workshop: Insurance for Different Stages of Life
This webinar will focus on why you should consider life insurance, determining your need, strategies for different life stages and circumstances, options and benefits for business owners as well as assessing potential risks.

Sep 20, 2022 12:00 PM in Eastern Time (US and Canada)

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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
Vice President of Retirement Plan Consulting @CSi Advisory Services
Kelli Davis is the Vice President of Retirement Plan Consulting at CSi Advisory Services. Since 2004, Kelli has been dedicated to helping individuals reach their retirement goals. 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 Bachelor of Arts in Economics from DePauw University. She has earned her Accredited Investment Fiduciary, AIF®, and Certified 401(k) Professional, C(k)P, designations. Kelli has been recognized by a number of organizations including the NAPA (National Association of Plan Advisors) Young Guns, and Financial Times Top 401k Retirement Advisors. Along with Kristi Baker, they have been listed on the NAPA Top DC Teams and PlanAdvisor’s Top 100 Advisor Teams as well as being recognized as the April 2019 Top Advisor by Participant Outcomes by 401(k) Specialist magazine. She is a proud wife and mom of twins living in Indianapolis.