Content Provider
Middlebanner smartvault06132024
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Building a Comprehensive, Effective and Expertly Crafted Retirement Plan


Cost Free
Presentation Length 1.5 hours

Recorded DateJune 5, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Retirement is one of the most important life events clients and individuals will experience, and getting it right takes careful and astute planning in today’s volatile and uncertain world. The process to properly build a retirement portfolio and generate a sustainable income that lasts for life and provides a legacy for families is complicated and laden with potential errors. From choosing the right investment products and types of accounts to adequately funding and accounting for inflation, taxes, health care costs, and various risks, millions of Americans are at risk of running out of money in retirement. The financial services industry spends a lot of time and money promoting products, but not many focus on providing complete and total solutions. 

Learning Objectives:

  • Determine how to use tools to correctly identify funding requirements and calculate a sustainable retirement income based on a client’s resources

  • Identify the greatest threat to retirement security and how to address it to motivate action

  • Determine the different risks that may be especially problematic to retirees

  • Identify tax strategies to optimize retirement, including withdrawal strategies based on different tax structured accounts

  • List unique circumstances, such as working in retirement, business liquidations, managing variable cash flow, debt in retirement, losing a spouse, long-term care risks, and more

Not logged

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

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.