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VIDEO LIBRARY

CSi FINANCIAL WELLNESS VIDEO SERIES

These short and simple videos break down common financial questions and retirement concepts with the goal of strengthening your financial wellness. 

Traditional or ROTH?
03:34

Traditional or ROTH?

Rollovers
04:31

Rollovers

How Does a Target Date Fund Work?
03:18

How Does a Target Date Fund Work?

Beneficiary Designations
03:07

Beneficiary Designations

CSi FINANCIAL WELLNESS WEBINAR WORKSHOP REPLAYS

Missed one of our quarterly webinars? Watch the replay recording of previous Financial Wellness Webinars here. 

SPECIALTY TOPICS

Budget Planning for Success

Creating a budget in order to manage your cash flow is essential for maintaining your lifestyle expectations. This video offers a few key tips for tracking income and expenses as well as allocating money for savings.

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5 Retirement Points for 5 Years Before You Retire

Retirement is an exciting prospect for many and choosing how to spend your retirement could likely be based on the planning you do today.

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Financial Considerations During a Divorce

Going through a divorce can take a tremendous toll, especially on your finances. This video looks at a few key areas where you should pay particular attention if you are going through a divorce.

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CONNECT WITH A CSi ADVISOR

Financial consultations are included as a part of the retirement plan benefit your employer provides.
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Our team of advisors are available to you in a number of ways:  

ONLINE QUESTION FORM

For quick questions that do not require a full meeting, fill out our online form & receive a response within 24 hours. 

VIRTUAL OR IN-PERSON ONE-ON-ONE MEETING

For a more in-depth and personalized review of your retirement accounts and questions, 20 minute one-on-one meetings are available for booking. We ask that you come prepared with your questions and any materials, account statements, etc. you would like to discuss. 
GO TO BOOKING PAGE
GO TO QUESTION FORM

LITERATURE

Explore our financial tip of the month, educational blog posts, and financial terms dictionary. 

BLOG POSTS

Scroll through our recent financial wellness blogs. To read the whole post, just click!

FINANCIAL TERMS DICTIONARY

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Definitions of some of the most common financial terms all in one place. 
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900 East 96th Street, Suite 325

Indianapolis, IN 46240

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Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.

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