Financial and retirement planning
Educators Financial Services provides the ESI-sponsored financial and retirement planning program for members. Licensed advisors work with members and provide professional financial planning advice and services.
Through EFS, you can choose from a variety of fixed and variable 403(b)/tax-deferred annuity and 403(b)(7) mutual fund products as a way to shelter money for your retirement. All TDA products are carefully selected and monitored by EFS and ESI.
Services provided by EFS
- Voluntary and match TDA/403(b)/403(b)(7) programs
- Retirement planning with a retirement analysis
- IRAs, life insurance, educational funding
- Pension review - TRA, PERA, St. Paul or Duluth
Workshop opportunities
- Pension Options/Considerations & Investment Strategies
- Financial Concerns of Women Educators
- 403(b) Match Design
- Investment Alternatives
- Preretirement Planning
- Financial Planning 101
- Equity Investments
- Roth, Traditional, Educational and Non-Qualified IRAs
Other services
- Retirement analysis
- Educational funding
- Asset management and fee-based planning
- Life insurance
For more information on EFS' services and group seminars:
January 19, 2009