Published: September, 2019
California just launched the largest state-run retirement plan in the nation. This Free CPE webinar will discuss what it means for your business & how this program could impact other states. State Senate leader Kevin de Leon who wrote the bill, says this is the largest expansion of retirement security since the New Deal. No matter whether your company offers a qualified retirement plan or not, you need to understand how this program works because it will likely impact all businesses. We will discuss our national retirement crisis and review the advocates & opponent’s view of this program as well as compare CalSavers to other state-run programs and discuss why over 30 other states are considered similar legislation.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
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, Wells Fargo CFO Symposium 2017, National Purchasing Managers Association, among others as well as conducts CPE webinars free on various topics.
Terri is also author of Retire Ready, Moral, Ethical, Prudent 401(k) Decision-Making for Employers and Plan Fiduciaries where she provides her expertise and easy-to-follow steps designed to help employers learn how to reduce financial stress in the workforce, support retirement readiness, inspire and motivate action, minimize cost and expenses, mitigate risk and lessen the workload.
Terri has been awarded the President’s Council Award, Oppenheimer Investments; Premier Advisor Award, Wells Fargo, to name a few.
Terri has been involved in her community as well and has served on the board of several nonprofits. She is a devoted advocate against domestic violence, Girl Scout Troop Leader and served as a Big Sister through the Big Brothers/Big Sisters program.
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.