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

Topics to be discussed:
 

Pension Education

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

Presented by: Education Minnesota ESI Member Benefits

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.

Presented by: EFS Advisors


June Virtual Seminars


June 21 - For members serviced out of the Anoka Field Office - Register online here

June 21 - For members serviced out of the Bemidji Field Office - Register online here

June 22 - For members serviced out of the Duluth Field Office - Register online here

June 22 - For members serviced out of the New Brighton Field Office - Register online here

June 23 - For members serviced out of the Hibbing Field Office - Register online here

June 23 - For members serviced out of the Minneapolis Federation of Teachers & ESP Office with PERA plans - Register online here

June 24 - For members serviced out of the Woodbury Field Office - Register online here

June 24 - For members serviced out of the Minneapolis Federation of Teachers & ESP Office - Register online here

June 28 - For ESP members serviced out of the Education Minnesota Field Office with PERA plans - Register online here

July Virtual Seminars


July 12 - For members serviced out of the Willmar Field Office - Register online here

July 12 - For members serviced out of the Robbinsdale Federation of Teachers Office - Register online here

July 13 - For members serviced out of the Mankato Field Office - Register online here

July 13 - For members serviced out of the Brooklyn Park Field Office - Register online here

July 14 - For members serviced out of the Apple Valley Field Office - Register online here

July 14 - For members serviced out of the Windom Field Office Office - Register online here

July 15 - For members serviced out of the Detroit Lakes Field Office - Register online here

July 15 - For members serviced out of the Rochester Field Office - Register online here

July 19 - For ESP members serviced out of the Education Minnesota Field Office with PERA plans- Register online here
 


A Zoom link will be sent to you prior to the session once you are registered
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