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Upcoming Events

  • April Pre-Retirement seminar – Understanding Your University Retirement Plans and All it Has to Offer

    • Monday, April 22, 2024
    • 12:00 PM - 1:00 PM
    • via Zoom - https://asu.zoom.us/j/83935459993

    April Pre-Retirement seminar – Understanding Your University Retirement Plans and All it Has to Offer

    Date: Monday, April 22, 2024
    Time: 12:00 PM-1:00 PM (UTC-07:00) Arizona.
    Location: https://asu.zoom.us/j/83935459993
    Cost: Free

     (Fidelity 12-12:30 pm and TIAA 12:30-1 pm) 

    Join Fidelity for a brief virtual presentation to get answers to your financial questions and hear what your colleagues are asking too.  Your employer’s retirement plan is an essential part of your future security. Learn how it works, from contributions to investment options, so you can make the most of this important benefit.  CJ Olsen, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. He was previously a guidance consultant for Fidelity’s Personal Investing Tax-Exempt Market. Mr. Olsen promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, he holds a bachelor’s degree in business administration from Western Governors University.

    Between you and ASU, you have a solid foundation of money being set aside for your retirement. Do you know how to get the money back? TIAA will educate you on the considerations, rules, and tax implications to help simplify creating a “paycheck” for yourself when you retire.  Kevin Collins is the Director, Financial Consulting at TIAA, a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields. In his role, Kevin manages the Financial Consultants who help participants plan for their financial well-being and retirement.  The Financial Consultants meet with employees one-on-one and provide personalized counseling, education, and advice, including specific asset allocation and fund selection recommendations based on the plan’s investment options.  Kevin began his financial services career in 2012 and has been with TIAA since 2018.  He holds a Bachelor of Science in Business Administration and a Bachelor of Arts in French Literature from the University of Colorado, Boulder, and holds FINRA Series 7, 24 and 63, registrations while maintaining Life, Health and Variable Annuity licenses from the States of AK, AZ, CO, ID, MT, NM, NV, UT, WA, and WY.

    Registration is not required. All presentations are via Zoom.

    To attend the seminar via Zoom:

    1. On the day of the seminar around 11:55 am click on the following link: https://asu.zoom.us/j/83935459993 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 2024 Dates - subject to change

    • May 20 – Medicare
    • June 24 – SS
    • July 22 – Buck Financial
    • August 26 – Panel
    • September 23 –ASRS
    • October 28 – OHR
    • November 18 – Medicare
    • December 9 – SS
    Show details

  • May Board Meeting

    • Tuesday, May 14, 2024
    • 10:00 AM - 11:30 AM
    • Community Services Building Room 203 A


    Monthly meetings of the ASURA Board are held in the Community Services Building, room 203A. The meetings are open to all ASURA members, so if you are interested, you are welcome to attend. Beside the Board Members, committee chairs also often attend.

       
    Show details

  • Spectacular Sicily in 2025!

    • Monday, March 31, 2025
    • 8:00 AM
    • Tuesday, April 15, 2025
    • 8:00 PM
    • Sicily, Italy

    Spectacular Sicily in 2025!

    Greetings, ASURA travelers! We are looking for colleagues to join us on a 16-day trip to the largest island in the Mediterranean: Sicily. Due to its strategic location, Sicily has a rich and diverse history, having been inhabited by many different cultures and societies. Sicily is an Italian province, yet with a unique culture, palate and history. Among other experiences, our group will visit ancient architectural parks, outdoor markets, a medieval town and take a 4-wheel trip to Mt. Etna – Europe’s tallest active volcano. Along the way, we will also visit an olive and grape producer, stop at outdoor markets, take a boat ride to explore a neighboring island and frequently dine on incredible Sicilian-inspired fare!

    If this sounds exciting and you would like more information, please contact Jeff Bush at Jeff.Bush@asu.edu

    DATES

    • ·         Depart March 31, 2025
    • ·         Return April 15, 2025

    COST - $5,645 (per-person, no single supplement)

    • ·         includes international round-trip airfare from Phoenix

    ALSO INCLUDED

    • ·         No single supplement
    • ·         31 meals (14 breakfasts, 9 lunches and 9 dinners)
    • ·         Maximum group size: 16
    • ·         24 small group activities
    • ·         Gratuities for local guides, drivers, and luggage porters

     Travel arrangements will be made through Overseas Adventure Travel, an agency ASURA has used many times in the past. Specifics on the itinerary can be found at:

    https://www.oattravel.com/trips/land-adventures/europe/sicilys-ancient-landscapes-and-timeless-traditions/2021/itineraries?year=2025&icid=prnavlk_2025_sticky

    Jeff Bush
    ASURA Travel Committee

    Show details


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