A woman’s path to a secure retirement is filled with obstacles such as longer life expectancies, gender pay gap, and reduced Social Security benefits, among other differences compared to men. While we have made tremendous progress in achieving higher levels of education, gaining opportunities in the workforce, and pursuing careers, women continue to lag behind men in terms of properly preparing for retirement. It is imperative that women take greater control over their financial situation and prioritize retirement planning. The purpose of this webinar is to raise awareness of the retirement risks we face as women and highlight opportunities to take greater control of our future.
Terri Mcgray is a female advisor with over thirty years of experience. In her practice, she follows a specialized approach to retirement planning with women. She helps women identify the key steps that can add up to great strides in retirement preparedness. Retirement will be unique for each woman and now is the time to focus on achieving a financially secure retirement, whether you are single, married, divorced, or widowed.
Learning Objectives:
Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771
Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.
She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).
Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.
Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.