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Building a Comprehensive, Effective and Expertly Crafted Retirement Plan

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.

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.