March Pre-Retirement Seminar – Social Security 101

Date: Monday, March 23, 2026
Time: 12:00 PM-1:00 PM (UTC-07:00) Arizona.
Location: https://asu.zoom.us/j/84181815561
Cost: Free

ASURA Pre-Retiree's Maximize your retirement income: Tax planning strategies you need to know

What You will Discover:

• How to reduce taxes on your retirement income.
• Strategies for RMDs (Required Minimum Distributions) and avoiding costly mistakes.
• The role of Roth conversions and timing for maximum benefit.
• Tips for tax-efficient withdrawals from IRAs, 401(k)s, and other accounts.
• How to plan for Social Security tax implications.
• Does a qualified charitable distribution (QCD) make sense for you?

Why Attend?

• Protect your nest egg from unnecessary taxes.
• Gain confidence in your retirement plan.
• Get actionable strategies you can start using today.

Meet Your Presenter: Sabrina McGurr

With 18 years of experience in the financial services industry, Sabrina McGurr is a Senior Specialist in Financial Planning at CAPTRUST. She helps individuals and families identify and prioritize financial goals, optimize investments, and create strategic roadmaps for retirement income. Sabrina specializes in making complex topics—like tax planning, required minimum distributions, and retirement strategies—easy to understand. Sabrina holds a Bachelor of Arts in Finance from the University of Washington and is enthusiastic about helping clients maximize their wealth and minimize taxes in retirement.

Registration is not required.

All presentation are currently zoom application.   

 To attend the seminar zoom:

1.  On the day of the seminar around 11:55 am click on the following link https://asu.zoom.us/j/84181815561 to join the zoom meeting and follow the directions.

2.  If you have not used zoom before you will be directed to install the application on your device before connecting you to the seminar.

Save the 2026 Dates - subject to change

• April 27 ASRS
• May 18 OHR
• June 22 Fidelity, TIAA and Nationwide
• July 27 Medicare
• August 24 Social Security
• September 28 ASRS
• October 26 OHR
• November 16 Financial
• December no webinar

Northern Spain and Portugal in 2026

From: March 31, 2026
To: April 16, 2026
Cost: starting from $6,445 per person

The ASURA Travel Committee has an upcoming trip to Northern Spain and Portugal in March/April, 2026.

If you have never experienced Basque country, this is your chance.  We’ll visit Pamplona, home of the July running of the bulls, beautiful San Sabastian, the Guggenheim in Balboa.

We’ll be able to walk the “camino” trail for a short time, visit the Cathedral de Compastella.  Then we’ll float on the Duro River and visit Oporto, Portugal. 

There is also an optional trip to Lisbon, which, if you haven’t been there, you won't want to miss!

Click on this link for the full trip flyer describing the trip.  If you would like more specific information or have questions, please email Joyce Hartman Diaz at mailto:Jaysea2022@gmail.com

We look forward to you traveling with us!

ASURA - The Lavender Farm at Chateau
De Vie Tour

Date/Time: April 23, 2026, 11:15am
Location: The Lavender Farm at Chateau De Vie
1220 N. Kyrene Road, Chandler, AZ 85226 [map]
Cost: $21.00 (includes tax and ASU Foundation overhead)

The Chateau de Vie is an exquisite luxury estate featuring a
majestic mansion, glittering lake, and babbling streams. Lush
greenery surrounds the beautiful 10.44 acre property. This
breathtaking 15,000 square-foot home offers an elegant
escape within the busy city. The Lavender Farm At Chateau
De Vie Opened in 2023.

The cost is $21 per person and registration ends on April 10, 2026. Note: To keep your reservation the check (made payable to ASU Foundation/ASURA) must be in the ASURA Office by April 16, 2025. (Online payments, credit cards are not supported).

1. Register Online 
   
   
2. Call the ASURA office at 480-965-7668
   (Tu,We,Th: 10am-1pm)