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February 17, 2016 Breakfast Meeting
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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)
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- Employer determines availability of plan
- Not available for State Employees and State Universities
- 457(b) - Deferred Compensation
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- 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
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- 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.
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