When can I afford to retire?

Please join us for one of these free seminars!

For union members covered by TRA or PERA defined benefit pension plans

Agenda

4:15-4:45 p.m.: Registration
4:45 - 7: Workshop, lunch and prizes

Topics to be discussed:


Pension education

  • Learn how benefits are calculated.
  • Understand defined benefit pension plans.

Presented by: Lyle Nelson, Education Minnesota ESI Retirement Consultant

Financial Planning

  • What can you expect from Social Security?
  • Tax-deferred and tax-free savings.
  • Asset allocation and asset management/diversification/performance and fees.
  • 403(b) match and severance payment options.
  • Health insurance options prior to age 65 and Medicare supplement information.

Presented by: EFS Advisors

Asset Protection

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

‚ÄčPresented by: Educators Lifetime Solutions

 

2020 Workshops


Thursday, Jan. 9 - Mankato
Education Minnesota - Mankato Office
1961 Premier Dr #406
Mankato, MN 56001

Tuesday, Jan. 14 - Apple Valley
Education Minnesota - Apple Valley office
6950 146th St. W., Suite 114
Apple Valley, MN 55124

Tuesday, Feb. 4 - Hibbing 
Hibbing Park Hotel
1402 E Howard St.
Hibbing, MN 55746

Thursday, Feb. 6 - Woodbury
Education Minnesota Woodbury office
2042 Wooddale Drive, Suite 100
Woodbury, MN 55125

Register today!

or
RSVP to Deborah Skog by email or phone: 651-292-4896.

Please let us know how we can accommodate any special requests or needs that you may have.

  • Leave your name(s), phone number and which session you would like to attend.
  • Limited seating so registration is required.
  • Spouses and guests are welcome.

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.

For more information on EFS Advisors:

Call 877-403-2374 or 763-689-9023, Visit EFS Advisors onlineFind an EFS Advisor near you.

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