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. You can Register today!

2017 November workshops

Agenda
4:15-4:45 p.m. Registration and exhibits
4:45-7 p.m. Workshop, dinner and prizes
(Complimentary boxed lunch provided)

Tuesday, Nov. 14 - Minnetonka (TRA/PERA)
Minnetonka Community Center
14600 Minnetonka Blvd., Minnetonka


Tuesday, Nov. 14 - Minnetonka (PERA only)
Minnetonka Community Center
14600 Minnetonka Blvd., Minnetonka


Thursday, Nov. 16 - Roseville (TRA/PERA)
Rose Vine Hall at Grumpy's
2801 Snelling Ave., Roseville

Tuesday, Nov. 28 - Eagan (TRA/PERA)
Eagan Community Center
1501 Central Parkway, Eagan


Thursday, Nov. 30 - Maple Grove (TRA/PERA)
Maple Grove Community Center
12951 Weaver Lake Road, Maple Grove

 


 

Topics to be discussed:

Pension

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

Presented by Chuck Elliott and Lyle Nelson, Education Minnesota ESI Retirement Consultants

Planning

  • What can you expect from Social Security
  • Tax-deferred and tax-free savings
  • Asset allocation and asset management/diversification/performance and fees
  • 403(b) Match and severance payment options
  • Health Insurance: Medicare supplements, healthcare reform and options for retiring before age 65

Presented by EFS Advisors

Protection

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

Presented by Educators Lifetime Solutions

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 today 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