October 2, 2018
11:30am - 1:30pm
Attend the panel presentation from 11:30am-12:30pm to gather information about the four week pre-retirement program for faculty and staff. Panel will include participants from HR Benefits, FSAP, CareFirst, TIAA, Fidelity and an AU retiree. Chat with them from 12:30pm-1:30pm in an informal tabling event.
Family is invited. However, space is limited. Please contact AhealthyU (email@example.com) if you plan to bring a guest.
Henry Conway, TIAA
In his role as a Director at TIAA, Hank manages a group of Financial Consultants serving institutions and individual clients in Washington, D.C., Maryland and Northern Virginia. His team provides one-on-one personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan’s investment options as well as Financial Education Workshops.
Hank has been in financial services for over 30 years and has been with TIAA since July of 2007. He manages the Financial Consulting Team which serves over 140 institutional clients and their participants in the states of Maryland, D.C. and Northern Virginia. Hank holds a BS in Business Administration from American University and an MBA from George Washington University.
Joselino Cruz-Perez, American University
Joselino is the Assistant Director, Benefits Compliance & Retirement and he has been his current role since December 2017. Prior to AU, Joselino was a Senior Benefits & Retirement Consultant at Children’s National, responsible for overseeing defined contribution retirement plans and non-qualified deferred compensation plans. Joselino has also worked as an HR business partner for Fannie Mae, a benefits administrator for PNC Bank in Washington, DC, and a consultant for AonHewitt in San Juan, Puerto Rico.
Janice Flug, AU Retiree
Janice worked at the American University Library from 1972 to December 2008, when she retired from AU. She held various positions, including Head of Administrative Services, Head of Acquisitions and Acting Assistant University Librarian for Collection Services. Upon her retirement, Janice became Emerita Librarian.
During the first year after retirement, Janice worked part-time for the Library advising doctoral and master students on formatting of dissertations. In June 2009, she also started working part-time at University of Maryland, College Park Library. In November 2011 became Interim Head of Metadata Services at UMD and continued working at the library until September 2014.
Janice is currently a library consultant, principally advising public libraries in addition to various other activities which will share at the workshop.
Debbie Nixon, CareFirst
Debbie Nixon is the supervisor of the Coordination of Benefits and Medicare Secondary Payer unit for CareFirst Blue Cross Blue Shield. This specialized unit serves as a liaison for CareFirst members and Medicare. The team’s knowledge of Medicare primacy mandates and the coordination of benefits contractor file helps ensure unified and seamless processing between CareFirst and Medicare.
Debbie has over 10 years’ experience at CareFirst. Prior to CareFirst Debbie, also a certified medical assistant, worked in various departments within her local health system for over 15 years.
Dale is a Licensed Clinical Social Worker with a specialization in employee assistance programs. She graduated from the University of Maryland School of Social Work in 1996 and has been in practice for over 20 years working for various Employee Assistance Program companies and employers. Dale became the on-site Faculty/Staff Assistance Program Counselor at American University in 2004. As the counselor, Dale provides free, confidential counseling and referral services to AU faculty and staff and their family members for a variety of issues, both personal and work-related. Prior to becoming a psychotherapist, Dale worked for IBM as a Systems Engineer for over 11 years.