When can I afford to retire? SW Metro

Presented by ESI Member Benefits

A virtual seminar for members of the Education Minnesota in Southwest Metro and surrounding area who are primarily covered by a TRA defined benefit pension plan.

TOPICS TO BE DISCUSSED

Pension education:
– Learn how benefits are calculated
– Understand defined benefit pension plans.

Financial planning:
– What can you expect from Social Security?
– Tax-deferred and tax-free savings
– Asset allocation and asset management
– 403(b) match and severance payment options
Presented by: EFS Advisors

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