2026 April May - When can I afford to retire? in-person and virtual seminars
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2026 April May - When can I afford to retire? in-person and virtual seminars
2026 April May - When can I afford to retire? in-person and virtual 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
Tues., April 7 (Teacher) (For members covered by a TRA pension plan)
Whitewater Business Office 12301 Whitewater Drive Lower Level Conference Room Minnetonka, MN 55343 4 - 4:15 pm Registration 4:15 - 5:30 pm Seminar
Thurs., April 9 (Teacher) (For members covered by a TRA pension plan)
Education Minnesota Apple Valley Office 6950 146th St. W., Suite 114 Training Room Apple Valley, MN 55124 4 - 4:15 pm Registration 4:15 - 5:30 pm Seminar
Tues., April 14 (Teacher) (For members covered by a TRA pension plan)
Virtual seminar 6 - 7 p.m. Seminar A zoom link will be emailed to you the day before the seminar
Tues., May 5, 2026 (Teacher) (For members covered by a TRA pension plan)
Education Minnesota Woodbury Office 2042 Wooddale Dr., Suite 100 Training Room Woodbury, MN 4 - 4:15 pm Registration 4:15 - 5:30 pm Seminar
Thurs., May 7, 2026 (Teacher) (For members covered by a TRA pension plan)
Education Minnesota Brooklyn Park Office 9210 Wyoming Ave. N., Suite 200 Training Room Brooklyn Park, MN 55445 4 - 4:15 pm Registration 4:15 - 5:30 pm Seminar
Wed., May 13, 2026 (ESP) (For members covered by a PERA pension plan)
Virtual seminar 6 - 7 p.m. Seminar A zoom link will be emailed to you the day before the seminar

DATE

April 07, 2026 - May 13, 2026

LOCATION

United States

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