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.

Metro Area
4:15 - 4:45 p.m. Registration/exhibits
4:45 - 7 p.m. Workshop/boxed lunch/prizes

Tues., April 25
Dakota County Technical College
1300 E. 145th St., Rosemount


Greater MN
9:30 - 10 a.m.   Registration/rolls-juice-coffee
10 a.m. - 12:30 p.m. Workshop/boxed lunch/prizes

Sat., April 29
Minnesota State Community and Technical College
Detroit Lakes Campus
900 Highway 34 E., Detroit Lakes


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 Benefits > Your pocketbook > Financial and retirement planning > Financial planning essentials