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
Click here for available appointments

UA Local 417 (Shoreview)

Click here to view our available virtual sessions.

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.