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Free cpe webinars
Smart Women Retire Right

SMART WOMEN RETIRE RIGHT

This webinar has been expanded to 2 CPE.
Cost Free
Presentation Length 2.0 hours

Recorded DateMarch 22, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

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:


  • Identify the changing face of retirement as women play a more important role in the workforce

  • Recognize the key factors that make it extremely difficult for women to achieve an adequate level of retirement income

  • Identify retirement aspirations and confidence levels that are unique to women

  • Present solutions for women to further engage in securing their retirement

  • Determine how to build a retirement plan that meets your unique needs, whether you are single or married

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Their advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, they can provide a la carte services, as well.

Their mission is to create strong client relationships that stand the test of time, make a difference in their client’s lives and provide independent ideas.