Agenda at a Glance

Please choose one session to attend

Sessions
  • Tues., April 1 (Teacher) (For members covered by a TRA pension plan)
    EdMN Woodbury Office
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • Thurs., April 3 (Teacher) (For members covered by a TRA pension plan)
    Pier B Resort
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • THIS SESSION IS FULL
    Another session has been added - Wed., May 7
    Thurs., April 10 (Teacher) (For members covered by a TRA pension plan)
  • Tues., April 29 (Teacher) (For members covered by a TRA pension plan)
    Best Western Plus Willmar
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • Tues., May 6 (Teacher) (For members covered by a TRA pension plan)
    EdMN Brooklyn Park Office
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • Wed., May 7 (Teacher) (For members covered by a TRA pension plan)
    EdMN SW Metro Office
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • Thurs., May 8 (Teacher) (For members covered by a TRA pension plan)
    Holiday Inn Detroit Lakes - Lakefront
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • Tues., May 13 (Teacher) (For members covered by a TRA pension plan)
    Rochester Int'l Event Center
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes
  • Thurs., May 15 (Teacher) (For members covered by a TRA pension plan)
    EdMN Apple Valley Office
    4:30 - 5 p.m. Registration 5 - 6:30 p.m. Seminar/boxed lunch/prizes

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.


 

Countdown to the Event

  • 0
    Days
  • 0
    Hours
  • 0
    Minutes
  • 0
    Seconds
Register By
May 15, 2025 5:29 PM