Virtual Financial Planning Seminar

Join us for a free seminar to help you prepare for retirementOne of the many things Education Minnesota ESI Member Benefitsprovides for members are educational seminars. EFS Advisors will be presenting a series of When Can I Afford to Retire? seminars for Education Minnesota members — both those with a TRA pension (teacher) and PERA pension (ESPs).During your working career, income comes from your salary. In retirement, your income comes from three sources: a pension, Social Security and other savings you have such as a 403(b). Whether you’re an early career educator or nearing retirement, these seminars contain valuable information for you. Register today!Topics to be discussed:Pension educationLearn how benefits are calculatedUnderstand defined benefit pension plansFinancial PlanningWhat can you expect from Social Security?Tax-deferred and tax-free savingsWhat can you expect from Social Security?Tax-deferred and tax-free savingsAsset allocation and asset management/diversification/performance and fees403(b) match and severance payment optionsVirtual seminar datesThese virtual seminars will all take place from 6-7 p.m. A Zoom link will be emailed to registered participants the day before the event. Thurs. Jan. 19 – For members covered by a TRA pension plan (Teachers) Tues. Jan. 31 – For members covered by a TRA pension plan (Teachers) Tues. Feb. 7 – For members covered by a TRA pension plan (Teachers)Thurs. Feb. 9 – For members covered by a PERA pension plan (ESP) Mon. Feb. 27 – For members covered by a TRA pension plan (Teachers) Register today!Securities offered through Advanced Advisor Group (AAG), Member FINRA & SIPC. Investment Advisory Services offered through Educators Financial Services (EFS). 1995 E Rum River Dr. S, Cambridge MN 55008 – (763) 689-9023. AAG and EFS are affiliates under common control D/B/A EFS Advisors and are not affiliated with Education Minnesota ESI.