In-person Sessions (PTSMN)

In-Person Financial Planning Sessions

Please bring your retirement account login username, password, and cell phone to your session.

PTSMN Fund Office (White Bear Lake)

Location: 4461 White Bear Parkway, Suite 1, White Bear Lake, MN 55110

Jamie Rybak
Click here for available appointments

Francis LLC Office (Oakdale)

Location: 930 Inwood Ave N, Oakdale, MN 55128

Jamie Rybak
Click here for available appointments

UA Local 15 (St. Cloud/Minneapolis)

Jamie Rybak
Thursday, December 18th

UA Local 417 (Shoreview)

Sign-up onsite!

Have all the sessions been filled? Need more flexibility? Don’t worry! You can schedule a virtual financial planning session with one of the Francis Financial Planners year-round. Click here to view our financial planners and their available virtual sessions.