Estate Planning​

​You’re invited to join us for an exclusive webinar, “Estate Planning Essentials,” where you’ll learn how to protect your assets and create a lasting legacy for your loved ones. This event features special guest Jason Hessler, a seasoned attorney and CERTIFIED FINANCIAL PLANNER® with nearly 30 years of experience in trust and wealth management.

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Date: Wednesday, December 4, 2024

Webinar: 12:00 PM - 12:30 PM EST 

Virtual Advice 1-1 Sessions with CSi Advisor: 1:00 PM - 4:00 PM EST

Speakers: Bri Ikerd, Retirement Education Consultant Manager & Wealth Advisor  

Grant Buntin, Retirement Plan Education Consultant & Wealth Advisor

Jason Hessler, CERTIFIED FINANCIAL PLANNER®