When can I afford to retire? seminar (TRA/PERA)

TOPICS TO BE DISCUSSED:

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 / diversification / performance and fees
 403(b) match and severance payment options

​Presented by: EFS Advisors

Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through EFS Advisors LLC, 1995 East Rum River Drive South, Cambridge MN 55008, (877) 403-2374. Advanced Advisor Group and EFS Advisors LLC are affiliates under common control D/B/A EFS Advisors (“EFS”). Education Minnesota-ESI (“EME”) is not a current client of EFS and is compensated by EFS based on the number of EME members, regardless if the EME members are clients of EFS, for various EME services, including exclusive marketing and referrals. This creates an incentive for EME to refer clients to EFS. For more details, please refer to Item 14 of the most recently filed Form ADV Part 2A Brochures.