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Free cpe webinars
Smart Women Retire Right


Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 27, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Women have made tremendous progress in achieving higher levels of education, gaining opportunities in the workforce, and pursuing careers, while also continuing to play a vital role as mothers and caregivers. However, despite this progress, women continue to lag behind men in terms of saving and planning for retirement. 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. 

It is imperative that women take greater control over their financial situation and retirement planning. The purpose of this webinar is to raise awareness of the retirement risks that women are facing and highlight opportunities for women to take greater control of their finances and their future.

The good news is that small steps, when taken together, can add up to great strides in retirement preparedness. Retirement will be unique for each woman, but the tools to help achieve retirement readiness are common to all. Now is the time for every woman to focus on achieving a financially secure retirement.

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

  • Demonstrate solutions for women to further engage in saving, investing, and preparing for long and healthy lives and secure retirements.

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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

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.