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As educators, you understand the importance of creating a plan.

And amid investment volatility, rate hikes, and inflation, it’s more important than ever to have a comprehensive financial plan in place.

Luckily, we’ve been helping education members navigate their investment portfolios through uncertain times and plan for their future since 1975. It’s a long, proud history that has enabled us to gain a unique understanding of everything from pay grids to pension plans.

No matter where you are in your career, what your present financial situation is like, or what the future may hold, we’ll help you put a plan in place to achieve your financial goals.

Get a second opinion with a financial advisor and enjoy expert, one-on-one, customized financial planning advice to help you achieve your goals. Plus, if you book a consultation before October 20, 2023, you’ll be entered to win 1 of 4 $100 Michaels® gift cards.1

How to Take Advantage of this Offer:

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Step 1

Fill in the form below to book a consultation by October 20, 2023


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Step 2

Meet with an Educators’ financial advisor before November 30, 2023. Remember to quote promo code 24Q1PIN.


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Step 3

Receive one (1) entry into a draw for your chance to win 1 of 4 $100 Michaels® gift cards!1

Yes, I'd like to speak to a Financial Advisor!

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