Financial planning and retirement essentials

Plan for retirement and make informed decisions about your income in retirement. Please join us for one of our free financial planning workshops.

2017 June - July Workshops

Agenda
9:30-10 a.m. Registration/rolls, juice and coffee
Exhibits at the Woodbury and Chaska locations
10 a.m.-12:30 p.m. Workshop, boxed lunch and prizes

Monday, June 19 - Brainerd
Central Lakes College
501 W. College Drive, Brainerd


Tuesday, June 20 - Grand Rapids
Sawmill of Grand Rapids
2301 Hwy. 169, Grand Rapids

Monday, June 26 - Worthington
Minnesota West Community and Technical College
1450 Collegeway, Worthington


Tuesday, June 27 - Mankato
South Central College
1920 Lee Boulevard, North Mankato


Tuesday, July 11 - St. Cloud
St. Cloud Technical and Community College
1540 Northway Drive, St. Cloud


Tuesday, July 11 - Austin
Riverland Community College
1900 Eighth Ave., Austin

 

Wednesday, July 12 - Woodbury
Prestwick Golf Club
9555 Wedgewood Drive, Woodbury


Monday, July 17 - Wilmar
Willmar Conference Center
240 23 St. S.E., Wilmar


Tuesday, July 18 - Crookston
Crookston Inn & Convention Center
2200 University Ave., Crookston


Thursday, July 20 - Winona
Minnesota State College - Southeast Technical
1200 Storrs Pond Road, Winona


Monday, July 24 - Chaska
Minnesota Landscape Arboretum
3675 Arboretum Drive, Chaska

Topics to be discussed:

Pension

  • Learn how benefits are calculated
  • Understand your pension payout options
  • Pension fund performance

Planning

  • What can you expect from Social Security
  • Tax-deferred savings/asset allocation/management/diversification/performance
  • 403(b) Match and severance payment options

Protection

  • What is your financial vulnerability with long-term illness?
  • How can you protect your assets and savings?

EFS Advisors is the ESI-sponsored financial and retirement planning program provider for members. Licensed advisors work with members to provide professional financial and retirement planning advice and services. All financial products are carefully selected and monitored by EFS Advisors and ESI.

Register online or RSVP to Deborah Skog at 651-292-4856. If calling, leave your name(s), phone number and which session you would like to attend. Spouses and guests are welcome.

Presented by: EFS Advisorsl/Retirement Planning Essentials workshop which provides you and your guest with information and materials you will need to plan for retirement and make informed decisions about your income in retirement.

For more information on EFS Advisors:

Securities offered through Advanced Advisor Group, Member FINRA & SIPC Investment Advisory Services offered through Educators Financial Services, a registered investment advisor. 440 Emerson St N Ste 4 | Cambridge MN 55008 | (877) 403-2374 Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors and are not affiliated with Education Minnesota/ESI