Sign up for financial and retirement planning workshops
Start your retirement planning by attending the Financial and Retirement Planning Essentials workshop offered through ESI Member Benefits at the following locations. Space is limited, so register now!
| Greater Minnesota |
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Metro area |
Jan. 21 Ridgewater College 2 Century Ave. S.E., Hutchinson Feb. 11 Alexandria Technical and Community College 1601 Jefferson St., Alexandria Schedule 9:30 a.m. - Registration 10 a.m.-12:30 p.m. - Workshop, boxed lunch, prizes |
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Jan. 19 Normandale Community College 9700 France Ave. S., Bloomington Feb. 7 Century College 3300 Century Ave. N., White Bear Lake Feb. 16 Hennepin Technical College 9000 Brooklyn Blvd., Brooklyn Park Schedule 4:15 p.m. - Registration 4:45 p.m. - Workshop, boxed lunch, prizes |
Topics
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Pensions
- Understanding your pension (TRA/PERA/)
- Rule of 90 vs. non-rule of 90
- Pension fund performance
- Presented by Chuck Elliott and Lyle Nelson, Education Minnesota ESI retirement consultants
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Planning
- What can you expect from Social Security?
- Tax-deferred and tax-free savings, asset allocation/management/diversification/performance
- 403(b) match and severance payment options
- Presented by Education Minnesota ESI Financial Services (EFS)
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Protection
- What is your financial vulnerability with long-term illness?
- How can you protect your assets and savings?
- Featuring ESI long-term care specialists
Pre-registration is required, and seating is limited, so register today! (Spouses and guests welcome.)
Contact Deborah Skog at deborah.skog@edmn.org, or 651-292-4856 or 800-642-4624 with questions.
Securities offered through Advanced Advisor Group, LLC. Member FINRA and SIPC. 440 Emerson St. N., Suite 4, Cambridge, MN 55008, 763-689-9023. AAG is not affiliated with Education Minnesota ESI.
Paid for by ESI, not by dues. ESI is self-supporting; revenues provide benefits, service and consumer education for members. 651-292-4856 | 800-642-4624 | esi@educationminnesota.org
October 14, 2011