When can I afford to retire?

Please join us for one of these free seminars!

For union members covered by TRA or PERA defined benefit pension plans

Topics to be discussed:
 

Pension Education

  • Learn how benefits are calculated.
  • Understand defined benefit pension plans.

Presented by: Education Minnesota ESI Member Benefits

Financial 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 options prior to age 65 and Medicare supplement information.

Presented by: EFS Advisors

Asset Protection

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

Presented by: Educators Lifetime Solutions

 


April & May workshops

4:15-4:45 PM: Registration
4:45 - 7: Workshop, lunch and prizes

Register today for an April/May workshop

Tues. May 5 - Register
Education Minnesota – SW Metro Office
7242 Metro Blvd., Suite 200
Edina, MN 55439

Thurs. May 7 - Register
Education Minnesota – Apple Valley Office
6950 146th St. W., Suite 114
Apple Valley, MN 55124

Tues. May 12 - Register
Rochester International Events Center
7333 Airport View Dr. SW
Rochester, MN 55902

Register today for an April/May workshop


June & July workshops

9:30-10 AM: Registration
10-12:30 PM: Workshop, lunch and prizes

Register today for a June/July workshop

Mon. June 15 - Register
Hibbing Park Hotel
1402 E. Howard St.
Hibbing, MN 55746

Tues. June 16 - Register
Education Minnesota – Duluth Office
639 East central Entrance
Duluth, MN 55811

Thurs. June 25 - Register
Education Minnesota – Woodbury Office
2042 Wooddale Dr., Ste. 100
Woodbury, MN 55125

Mon. July 6 - Register
Education Minnesota – Windom Office
560 2nd Ave.
Windom, MN 56101

Tues. July 7 - Register
Willmar Conference Center
240 23rd Street SE
Willmar, MN 56201

Mon. July 13 - Register
Minnesota Landscape Arboretum – Chaska
TRA/PERA
3675 Arboretum Dr.
Chaska, MN 55318

Tues. July 14 - Register
Education Minnesota – Coon Rapids Office
3200 Main St., Ste. #360
Coon Rapids, MN 55448

Tues. July 21 - Register
Education Minnesota – St. Cloud Office
3051 2nd St. S., Ste. #202
St. Cloud, MN 56301

Register today for a June/July workshop

 

Register online for the April/May workshops
Register online for the June/July workshops
or
RSVP to Deborah Skog by email or phone: 651-292-4896.

Please let us know how we can accommodate any special requests or needs that you may have.

  • Leave your name(s), phone number and which session you would like to attend.
  • Limited seating so registration is required.
  • Spouses and guests are welcome.

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.

For more information on EFS Advisors:

Call 877-403-2374 or 763-689-9023, Visit EFS Advisors onlineFind an EFS Advisor near you.

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