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Free cpe webinars
Our National Retirement Crisis and How to Lead Change
Specialized Knowledge

OUR NATIONAL RETIREMENT CRISIS AND HOW TO LEAD CHANGE

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 14, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Retirement Planning, Women in Accounting
Course Description

"MORE THAN 75% OF WORKERS DON'T BELIEVE THEY WILL HAVE ENOUGH MONEY IN RETIREMENT"
 
In a world moving at warp speed, the ability to filter out the noise and focus on what truly matters is critical to developing a sound financial plan. Terri McGray, CFP®️, AIF®️ will discuss the consequences of our national retirement crisis and its impact on corporate profitability. She will help you learn why business owners need to support retirement readiness and how companies can drive retirement success using employee (non-company) dollars.
 
Learning Objectives:
Attendees of this webinar will learn:


  • How Employers and Industry Leaders can drive change

  • Insurance and Benefit Costs for Aging Workers

  • How to Increase productivity

  • How to Recruit and retain talent

  • How to Reduce future liabilities

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Terri McGray

Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771

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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.