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  • FPA of Southern Arizona: February Breakfast Meeting

FPA of Southern Arizona: February Breakfast Meeting

  • Wednesday, February 17, 2016
  • 7:15 AM - 9:30 AM
  • Arizona Inn: 2200 E Elm Street Tucson AZ 85719
 




February 17, 2016 Breakfast Meeting


AZ State Retirement Programs

Presented by David R. Keefe and Carol Friedhoff  

Overview of Supplemental Retirement Savings Plan (SRSP) for Arizona State Retirement Savings Plan


Nationwide Plans

  • 401(a), 403(b), 457(b)
    • Employer determines availability of plan
    • Not available for State Employees and State Universities
  • 457(b) - Deferred Compensation
    • Offered through AZ Dept of Administration - ADOA
    • Available for State Employees and State Universities
    • Includes Roth 457
  • Fundamentals / Comparison of Plans
  • Contributions
  • Distributions
  • Rollovers
  • Other Provisions
  • Enrollment
    • Easy access via web or phone
    • Investment Options

Fidelity Plans

  • University - 403b
  • Contributions
  • Investment Options
    Contact Information for Nationwide and Fidelity

 

Wednesday, February 17, 2016

           

  

       

Location: Arizona Inn  

2200 E. Elm St, Tucson, AZ, 85719  

 

FPA of Southern AZ  

Members $20 / Guests $30    

Registration and Breakfast 7:15 AM
Speaker will speak 7:45 AM -9:30 AM - two hours of  CFP CE  

  

RSVP  to Gerry Oldenski by Friday,
February 12, 2016 at  

gerry@dynasetaz.com

  

 

To prepay with a credit card  go to our website   

We accept checks and cash at the door on the day of the meeting 

No Shows with reservations will be billed for the breakfast unless prepaid

  

 

About Our Speakers

David R. Keefe is a Financial Planner & Investment Specialist with Nova Financial and Insurance Services in Tucson Arizona. He has over 25 years experience in Wealth Management, Financial Planning, Alternative Assets, Risk Management and Insurance. David received his B.A. in Finance and from Illinois State University in 1991 and is currently working toward his Certified Financial Planner designation.    


Carol Friedhoff, CFP®, EA, MS, PMP is the President of Savvy Outcomes Inc., a fee-only financial advisor and influential leader who has successfully managed many multi-million endeavors. She has over 20 years of business experience with more than 15 years in financial services. An active member of numerous organizations including NAPFA, ACP, FPA, National Speakers Association Professional Speaker, and Project Management Institute (PMI), she also supports the community by volunteering. Carol is the author of Keep Investments Simple but Sweet, has a master's degree from The Ohio State University, and a Financial Planning Certificate from Boston University.  




FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

info@FPAofPhoenix.org   
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