Metro Area Financial & Retirement Planning Essentials Workshop
Local 1 Apprenticeship Training Center, 5420 International Pkwy, New Hope, MN 55428
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