If you are looking to retire in the next few years, retiring with confidence and enjoying a stress-free life can be a challenge in today’s world. While many envision a retirement filled with adventures, travel, new discoveries, and freedom, problems, and obstacles, as well as mistakes in planning can get in the way.
The good news is that hurdles can usually be overcome with careful planning and mistakes can be avoided with knowledge. Join Terri McGray, CFP, AIF, who has helped individuals transition to and through retirement for three decades now, details nine common retirement mistakes she sees in her practice. Terri will also walk you through the essential financial and investment topics for those seeking to transition into retirement within the next few years.
Learning Objectives:
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.