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.

  • No. of Professionals Trained3885

  • No. of Webinars13

  • Rating

    4.6

    369 reviews

PAST WEBINARS

The Big Debate: Passive Vs. Active Investing
FREE 1 CPE Live

The Big Debate: Passive Vs. Active Investing

user Mcgray, CFP®

adviserlongevitycapitalmgmt

4.6 (96)
Mar 10, 2020 01:30 PM EDT
Sustainable Investing: The ESG Perspective
FREE 1.5 CPE Live

Sustainable Investing: The ESG Perspective

user Mcgray, CFP®

adviserlongevitycapitalmgmt

4.4 (21)
Nov 19, 2019 01:30 PM EDT
Ten Confessions of a Fiduciary
FREE 1.5 CPE Live

Ten Confessions of a Fiduciary

user Mcgray, CFP®

adviserlongevitycapitalmgmt

4.6 (34)
Nov 05, 2019 01:30 PM EDT
Our National Retirement Crisis and the Costs to Employers
FREE 2 CPE Live

Our National Retirement Crisis and the Costs to Employers

user Mcgray, CFP®

adviserlongevitycapitalmgmt

ADVANCE LEARNING
4.8 (28)
Sep 25, 2019 01:30 PM EDT
The Big Debate: Passive Vs. Active Investing
FREE 1 CPE Live

The Big Debate: Passive Vs. Active Investing

user Mcgray, CFP®

adviserlongevitycapitalmgmt

INSIGHTFUL
4.5 (78)
Oct 22, 2019 01:30 PM EDT
CalSavers - California's Mandatory Retirement Program
FREE 1.5 CPE Live

CalSavers - California's Mandatory Retirement Program

user Mcgray, CFP®

adviserlongevitycapitalmgmt

INSIGHTFUL
4.7 (38)
Oct 08, 2019 01:30 PM EDT
The Big Debate: Passive vs. Active Investing
FREE 1 CPE Live

The Big Debate: Passive vs. Active Investing

user Mcgray, CFP®

adviserlongevitycapitalmgmt

INSIGHTFUL
4.5 (78)
Sep 11, 2019 01:30 PM EDT
CalSavers - California's Mandatory Retirement Program
FREE 1.5 CPE Live

CalSavers - California's Mandatory Retirement Program

user Mcgray, CFP®

adviserlongevitycapitalmgmt

INSIGHTFUL
4.7 (38)
Aug 30, 2019 01:30 PM EDT