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