Content Provider
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Self-Study CPE
INTRODUCTION TO ANNUITIES IN 2024
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INTRODUCTION TO LONG-TERM CARE IN 2024
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
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AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
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ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
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FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
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THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
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INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
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TAX PRACTICE INNOVATIONS: INSIGHTS FROM ROGER NEMETH
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Free cpe webinars
Smart Women Retire Right

SMART WOMEN RETIRE RIGHT

Available Date(s)
Thursday, September 12, 2024: 4:00PM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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, the Retire Right company. With over thirty years of experience, excellence isn’t just a goal—it’s the standard at Longevity Capital Management LLC. Terri and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp, 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.

Additional Materials
Women and Investing handout
Longevity Capital Brochure
Priority Cards
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.