Financial and retirement planning

Services provided by EFS Advisors
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.

Voluntary and match retirement savings programs (403(b)/403(b)(7)/457)

  • IRAs
  • Life insurance
  • Educational funding strategies
  • Pension review (TRA and PERA, SPTRFA)

Education Minnesota ESI provides many free, educational workshops for members.

Financial/Retirement Planning Essentials
Retirement Planning Essentials workshops 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. Learn more about about how a class on financial and retirement planning can help you or register online today!

  • These workshops are designed for members of all ages to learn about their pension options through TRA and PERA, as well as investment planning, social security, long-term care insurance and more.  Members are encouraged to attend and bring a guest.
  • There is no cost to attend and we provide a boxed lunch.
  • Learn more about our Financial and Retirement Planning Essentials for TRA and PERA workshops.

Financial Planning for Beginners and Next Gen
Next Gen members can sign-up for a beginner class that teaches how to  manage your paycheck to have the money you need today and plan for a secure future. Learn more about how a beginner class on retirement planning can help you, or register online today!

  • This workshop is designed for newer members or members needing information on budgeting, smart debt management, benefits of starting a 403(b) early and the value of a defined benefit pension.  Education Minnesota members 35 years of age and younger are encouraged to attend and bring a guest.
  • There is no cost to attend and we provide a boxed lunch.
  • Learn more about our Financial Planning for Beginners and Next Gen workshops.

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