2026 June July - When can I afford to retire? in-person seminars
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2026 June July - When can I afford to retire? in-person seminars

2026 June July - When can I afford to retire? in-person seminars

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, a statewide partner of Education Minnesota ESI 

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.

Seminars


Registration Options
Thurs., June 4, 2026 (Teacher) (For members covered by a TRA pension plan)
Shoreview Community Center 4580 Victoria St. N. Shoreview Room Shoreview, MN 55343 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Thurs., June 4, 2026 (ESP) (For members covered by a PERA pension plan)
Shoreview Community Center 4580 Victoria St. N. Meeting room 4 Shoreview, MN 55343 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Tues., June 9, 2026 (TRA) (For members covered by a TRA pension plan)
Pier B Resort 800 W. Railroad St. Bayfront West Duluth, MN 55802 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Thurs., June 11, 2026 (Teacher) (For members covered by a TRA pension plan)
Best Western Plus Willmar 2100 Highway 12 E. Gallery 7 Willmar, MN 56201 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Tues., July 14, 2026 (Teacher) (For members covered by a TRA pension plan)
Holiday Inn Lakefront Detroit Lakes 1155 US Hwy 10 Cormorant Room Detroit Lakes, MN 56501 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Thurs., July 16, 2026 (Teacher) (For members covered by a TRA pension plan)
Rochester International Event Center 7333 Airport View Dr. SW. Room: Ballroom Rochester, MN 55902 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Tues., July 21, 2026 (TRA) (For members covered by a TRA pension plan)
Minnesota Landscape Arboretum 3675 Arboretum Dr. MacMillan Auditorium Chaska, MN 55318 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes
Tues., July 21, 2026 (ESP) (For members covered by a PERA pension plan)
Minnesota Landscape Arboretum 3675 Arboretum Dr. Teaching room Chaska, MN 55318 9:30 - 10 am Registration 10 - 11:30 am Seminar/boxed lunch/prizes