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Our National Retirement Crisis and the Costs to Employers

4.5 (106)

Terri Mcgray, CFP, Others

longevitycapitalmgmt

Thursday, March 26, 2020 | 01:30 PM EDT

  • CPA

2 Credits

FREE

Subject Area

Finance

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Course Description

"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.

Attendees of this webinar will learn : 

  • How Employers and Industry Leaders can drive change
  • Insurance and Benefit Costs for Aging Workers
  • How to Increase productivity
  • How to Recruit and retain talent
  • How to Reduce future liabilities

Learning Objectives

  • To learn how to quantify the projected economic costs to your business of delayed retirement.
  • To identify ways to determine which plan design, participant education, and investment levers you can pull to drive better outcomes for your employees & your business
  • To learn how to create the right line-up of investments and default options that can help participants make smarter choices about their retirement savings.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Others
  • Tax Firm
  • Young CPA

Testimonial

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    [no_of_record] => 106
    [average] => 4.4811
)
 

4.5

(106)
65%
21%
12%
1%
1%