Course Details

Choose Your Time Zone:

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.

About Presenter

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.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.5
(106)
65%
21%
12%
1%
1%
  • SS
    Samuel Sura , CPA
    Mar 27th 2020
    Stream had technical issues, which was addressed. Thank you for the information and quick updates.
DF
David Florijan , CPA
The speaker was excellent and informative
AK
Ashley Kosky , CPA
I really enjoyed listening to this speaker!
DG
Daniel Guetzkow , CPA
Good. I am getting used to the Android version, too.
EM
EF Moody
The slides were good and she tied the comments to those. I think the use of her live screen made the presentation more 'accessible' and 'comfortable' to the viewer. EF Moody PhD MBA MSFP LLB BSCE
JL
Janet Lassan
thanks for your contribution to charity with the meals program, thank you for the information regarding limited staff due to covid-19. Stay safe!

NASBA Approved

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.

upcoming Live CPE Webinars

The Mathematics of Estate Planning for IRAs After the Secure Act
Friday, May 29, 2020 | 09:00 AM EDT View Details/Register
Understanding your risks in offering services to cannabis industry
Friday, May 29, 2020 | 09:00 AM EDT View Details/Register
FORM 4797 - INS & OUTS OF REPORTING THE SALE OF TRADE OR BUSINESS PROPERTY (UPDATED 2019)
Friday, May 29, 2020 | 09:30 AM EDT View Details/Register
Tapping CARES Cash Quickly - PPP Loans/Loss Carrybacks and Tax Breaks Don’ Let Opportunity Slip Away
Friday, May 29, 2020 | 10:00 AM EDT View Details/Register
The Theory of Constraints and Lean Accounting
Friday, May 29, 2020 | 11:00 AM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2019)
Friday, May 29, 2020 | 11:00 AM EDT View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Friday, May 29, 2020 | 01:00 PM EDT View Details/Register
THE TAX WORLD COVID-19: CHANGES PROFESSIONALS NEED TO KNOW
Friday, May 29, 2020 | 01:00 PM EDT View Details/Register
INNOVATION BEYOND TECHNOLOGY
Friday, May 29, 2020 | 01:30 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Friday, May 29, 2020 | 02:00 PM EDT View Details/Register
Tax and COVID-19: What to Expect from Audits, Appeals, Criminal Tax Investigations, Collection activities of IRS amid COVID-19
Friday, May 29, 2020 | 02:30 PM EDT View Details/Register
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement
Friday, May 29, 2020 | 03:00 PM EDT View Details/Register
EVERYTHING YOU NEED TO KNOW ABOUT IRAs - CONTRIBUTION, DISTRIBUTION & TAXATION (TRADITIONAL,ROTH, SEP & SIMPLE)
Monday, June 01, 2020 | 09:00 AM EDT View Details/Register
Cryptocurrency Fraud and Forensics
Monday, June 01, 2020 | 09:00 AM EDT View Details/Register
TURBOCHARGE YOUR PROFITABILITY WITH REMOTE OFFICE TECHNOLOGY
Monday, June 01, 2020 | 10:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 2
  • Subject Area Finance
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros Accountant CFO/Controller Business Owner Others CPA - Small Firm CPA - Large Firm Accounting Firm CPA (Industry) Tax Firm Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

The Mathematics of Estate Planning for IRAs After the Secure Act
Friday, May 29, 2020 | 09:00 AM EDT View Details/Register
Understanding your risks in offering services to cannabis industry
Friday, May 29, 2020 | 09:00 AM EDT View Details/Register
FORM 4797 - INS & OUTS OF REPORTING THE SALE OF TRADE OR BUSINESS PROPERTY (UPDATED 2019)
Friday, May 29, 2020 | 09:30 AM EDT View Details/Register
Tapping CARES Cash Quickly - PPP Loans/Loss Carrybacks and Tax Breaks Don’ Let Opportunity Slip Away
Friday, May 29, 2020 | 10:00 AM EDT View Details/Register
The Theory of Constraints and Lean Accounting
Friday, May 29, 2020 | 11:00 AM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2019)
Friday, May 29, 2020 | 11:00 AM EDT View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Friday, May 29, 2020 | 01:00 PM EDT View Details/Register
THE TAX WORLD COVID-19: CHANGES PROFESSIONALS NEED TO KNOW
Friday, May 29, 2020 | 01:00 PM EDT View Details/Register
INNOVATION BEYOND TECHNOLOGY
Friday, May 29, 2020 | 01:30 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Friday, May 29, 2020 | 02:00 PM EDT View Details/Register
Tax and COVID-19: What to Expect from Audits, Appeals, Criminal Tax Investigations, Collection activities of IRS amid COVID-19
Friday, May 29, 2020 | 02:30 PM EDT View Details/Register
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risk of Material Misstatement
Friday, May 29, 2020 | 03:00 PM EDT View Details/Register
EVERYTHING YOU NEED TO KNOW ABOUT IRAs - CONTRIBUTION, DISTRIBUTION & TAXATION (TRADITIONAL,ROTH, SEP & SIMPLE)
Monday, June 01, 2020 | 09:00 AM EDT View Details/Register
Cryptocurrency Fraud and Forensics
Monday, June 01, 2020 | 09:00 AM EDT View Details/Register
TURBOCHARGE YOUR PROFITABILITY WITH REMOTE OFFICE TECHNOLOGY
Monday, June 01, 2020 | 10:00 AM EDT View Details/Register