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Free cpe webinars
Retire Right Series: Rules of Social Security


Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 7, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

How well do you understand Social Security and how benefits work? Today, more than half of all retirees depend on Social Security for their essential retirement income needs, yet too few understand how to maximize their benefits. Social Security is an enormous and complex program that pays out roughly $90 billion a month to beneficiaries, including more than 64 million retirees.

With 4 in 5 of those polled by AARP expecting to rely on Social Security for their retirement, it is critical to plan accordingly. It is time to understand how benefits are calculated, how to optimize your benefits, common costly mistakes to avoid, and misconceptions about the program. Terri McGray, CFP, AIF has been helping individuals transition to and through retirement for over 30 years. Her expertise has helped thousands boost their benefits and learn how to integrate Social Security into their total retirement plan.

Learning Objectives:

  • Recognize the current and future state of the Social Security program

  • Define what is full retirement age for individuals

  • Evaluate options for working in retirement

  • Summarize spousal and ex spousal benefits 

  • Identify death benefits

  • Differentiate the facts and myths about Social Security

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.