Education Minnesota ESI will hold one more financial planning workshop July 24 in Tower, Minn. The workshop will cover these topics:

Understanding your pension

• How is your pension fund performing?
• Information on various pension funds (TRA, PERA, DTRFA, and SPTRFA)

Featuring Chuck Elliott and Lyle Nelson, Education Minnesota ESI retirement consultants

Financial planning

• What is asset allocation? What is asset management?
• What can you expect from Social Security?
• Tax-deferred savings and match/severance payment options

Presented by ESI Financial Services Program

Long-term care protection

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

Featuring ESI long-term care insurance specialists

Schedule
9-9:30 a.m.:  Registration (rolls, juice, coffee)
9:30 a.m.–12:30 p.m.:  Workshop. Boxed lunch, door prizes
 
Seating is limited. To reserve your space, please contact ESI at 651-292-4856, 800-642-4624 or esi@educationminnesota.org.

Pre-registration is required. Spouses and guests are welcome.