Why retirement plans are critical to attracting and retaining talent in today’s workforce.
We recognize that most all financial providers demonstrate different areas of expertise with clients. And you like to position yourself as having a differentiated business model and value proposition.
But it’s difficult to differentiate yourself when advisers all talk about having the same 3-4 areas of expertise: investments, fiduciary, plan design, participant education, etc. What we’re striving to do with this presentation is give you a chance to add on and deliver a unique value prop to your clients - based on an industry trend that you don’t hear that much about in the industry... yet.
Program is certified for 1.25 SHRM and HRCI credits.
Joe Nierman serves as a wealth advisor with CSi Advisory Services.
Joe’s efforts are dedicated to helping business and individuals aim to protect the investment they have made in their employees and their future. He strives helps his clients face the challenges of wealth management and retirement without compromising the value of their estate or lifestyle.
Joe graduated from Marian University in 2004 with a Bachelor of Science degree in Marketing, and earned his MBA from Anderson University in 2007. He began working with CSi shortly thereafter. Joe holds FINRA Series 6 and 63 registrations with LPL Financial, the Series 65 through CSi Advisory Services as well as life and health insurance licenses.
Joe is also highly active in the community. He serves on the board of directors for Trusted Mentors as the President of the executive committee. He is also on the Board of Governors for Marian University’s Byrum School of Business.
A native of Columbus, Indiana Joe now lives in Indianapolis with his wife Sarah. They enjoy cycling, Hurling, and going to Indians games.
Wednesday, March 13, 2019
Registration begins: 7:30 am
Introduction & Table Discussions: 8:00 am
Program begins: 8:15 am
Program concludes: 9:30 am
Indiana Wesleyan University - Indianapolis North campus
3777 Priority Way S Dr
Indianapolis, Indiana 46240
Members: $30 ($25 before 3/6/19)
Non-members: $40 ($35 before 3/6/19)
Flat-Rate Program: $0
A $5 early bird discount will be applied to registrations received a week prior to the event.