ESI Seminar: When can I afford to retire? Virtual Session
Date: February 23, 2021 06:00 PM
Contact:
Register online or contact Brandt Wendland by email or at 651-470-9079
More information:
Location: For Members serviced out of Central Lakes United
Session will occur online on Zoom
Description:
Presented by ESI Member Benefits for members serviced out of Central Lakes United.
For union members covered by a TRA defined benefit pension plan.
Register today!
TOPICS TO BE DISCUSSED
For members serviced out of Central Lakes United
Pension education:
- Learn how benefits are calculated.
- Understand defined benefit pension plans.
Financial planning:
- What can you expect from Social Security?
- Tax-deferred and tax-free savings
- Asset allocation and asset management
- 403(b) match and severance payment options
Presented by: Brandt Wendland, EFS Advisors
Download the workshop flyer for more information
If you have questions, please send an email to Brandt Wendland
This workshop is presented by Education Minnesota ESI
Paid for by ESI, not by dues. ESI is self-supporting; revenues provide benefits, service and consumer education for members.