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NBAPS Wellness Day 2025

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Venue: D108 clear filter
Tuesday, January 21
 

7:30am CST

Understanding your pension 411 on 403(b)s
Tuesday January 21, 2025 7:30am - 8:30am CST
This session will review both pension and 403(b) retirement planning. The information covered will be for staff at any stage of retirement planning. These sessions were designed in partnership with Education Minnesota, there are no sales or product specific information included.
Topics Include:
Understanding your pension
• How TRA & PERA are calculated
• How the various distribution options work
• How a pension fits into your retirement plans
411 on 403(b)s
• What is a 403(b)
• How the 403(b) work
• Why you need a 403(b)

***Licensed staff: You will receive one continuing ed. clock hour for attending this course. Make sure to sign in when attending in order to have this hour entered into Keep Certified on your behalf.
Speakers
avatar for George Leistikow

George Leistikow

Financial Advisor, EFS Advisors
Mr. Leistikow is a graduate of the Luther College where he graduated with a Bachelor’s of Arts degree in Elementary Education. He also earned his Master’s Degree in Special Education from the University of Minnesota. George holds the Series 7 and 66 licenses, as well as being... Read More →
Tuesday January 21, 2025 7:30am - 8:30am CST
D108

8:45am CST

The pre-retirement to-do list
Tuesday January 21, 2025 8:45am - 9:45am CST
Topics include: Actions to be taking in the 10-15 years before retirement, Retirement timelines for Social Security, Pensions, and Medicare, What to review with your investments.

***Licensed staff: You will receive one continuing ed. clock hour for attending this course. Make sure to sign in when attending in order to have this hour entered into Keep Certified on your behalf.
Speakers
avatar for George Leistikow

George Leistikow

Financial Advisor, EFS Advisors
Mr. Leistikow is a graduate of the Luther College where he graduated with a Bachelor’s of Arts degree in Elementary Education. He also earned his Master’s Degree in Special Education from the University of Minnesota. George holds the Series 7 and 66 licenses, as well as being... Read More →
Tuesday January 21, 2025 8:45am - 9:45am CST
D108

10:00am CST

Investing 101
Tuesday January 21, 2025 10:00am - 11:00am CST
This session covers the basics of investing, including:
  • Stocks, bonds, ETFs, and Mutual funds
  • Risk, allocation, and how they affect your outcomes
  • Understanding fees and why they matter
  • Calculating proper contribution levels

***Licensed staff: You will receive one continuing ed. clock hour for attending this course. Make sure to sign in when attending in order to have this hour entered into Keep Certified on your behalf.
Speakers
avatar for George Leistikow

George Leistikow

Financial Advisor, EFS Advisors
Mr. Leistikow is a graduate of the Luther College where he graduated with a Bachelor’s of Arts degree in Elementary Education. He also earned his Master’s Degree in Special Education from the University of Minnesota. George holds the Series 7 and 66 licenses, as well as being... Read More →
Tuesday January 21, 2025 10:00am - 11:00am CST
D108
 
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