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