Feb
07
When: Thursday, Feb 7, 2019, 5:45pm - 7:00pm
Where:

Black Bear Resort & Casino

1785 Highway 210

Carlton, MN 55718

 Financial & Retirement Planning Essentials Workshops

As a valued member, we want to provide you with the education and tools necessary to succeed. With that in mind, we are pleased to announce this winter's Financial & Retirement Planning Essentials Workshop schedule.

Highlights include:

  • Pension
    • Understanding your pension
    • Pension fund performance
  • Planning
    • What can you expect from Social Security?
    • Tax-deferred and tax-free savings, asset allocation/management/diversification/performance
    • 401(k), IRA & Roth IRA – Including New Member Exclusive IRA Program!
  • Protection
    • What is your financial vulnerability with long-term illness?
    • How can you protect your assets and savings?
  • Complementary Meal & Prize Drawings
  • Guests/Spouses Welcome

 It is our hope that you take advantage of this excellent opportunity to learn more about your unique financial situation in addition to our new member-specific IRA program by attending one of these valuable sessions. A reservation is required and space limited, however, so we encourage you to sign-up today.

 RSVP

Please RSVP your name, phone number, and session attending to one of the following:

 Advanced Advisor Group 612-388-6132 | [email protected] |

  * Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through Educators Financial Services, a Registered Investment Advisor.440 Emerson St N Ste 4, Cambridge MN 55008 (877) 403-2374. Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors and are not affiliated with IUBAC Local #1