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CSi Financial Wellness Workshop: Investing Basics
This webinar will discuss the need to build wealth, the types of investment tools available to you, and how to manage risk.

Dec 6, 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.
Kristi Baker
Managing Partner @CSi Advisory Services
Kristi is Managing Partner for CSi Advisory Services, and strives to deliver exceptional service and results. For over 25 years, Kristi has partnered with hundreds of plan sponsors to help them design and manage a successful retirement plan both from the company perspective and from retirement success of their employees. Since 1993, Kristi has upheld a commitment to building an organization centered on integrity and meaningful relationships, which seek to provide unsurpassed service and independent advice for professionals, businesses and their employees. She holds a B.S. in Finance and Insurance from Illinois Wesleyan University. She has earned the Certified 401(k) Professional (C(k)P®) designation; the Accredited Investment Fiduciary (AIF®) professional designation, and is a Chartered Advisor of Senior Living (CASL®), a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).