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

April seminars

Monday, April 1 - Bemidji
Education Minnesota, Bemidji office
677 Anne St. N.W., Suite E

Tuesday, April 2 - Detroit Lakes
Education Minnesota, Detroit Lakes office
714 Lake Ave., Suite 105

Tuesday, April 9 - Brooklyn Park: TRA only *
Education Minnesota, Brooklyn Park office
9210 Wyoming Ave. N., Suite 200 

Tuesday, April 17 - Brooklyn Park: PERA only *
Education Minnesota, Brooklyn Park office
9210 Wyoming Ave. N., Suite 200
 

May seminars

Thursday, May 2 - Rochester
Rochester International Events Center
7333 Airport View Drive S.W.

Thursday May 9 - Apple Valley *
Education Minnesota, Apple Valley office
6950 146th St. W., Suite 114

Tuesday, May 14 - Edina *
Education Minnesota, S.W. Metro office
7242 Metro Blvd., Suite 200

Agenda

4:15-4:45 p.m.: Registration
4:45 -7 p.m.: Seminar, dinner and prizes

* Metro area seminars include member benefit exhibits from 4:15-4:45 p.m.

Register today!

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

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