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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.

  • Area of Expertise
  • ERISA Compliance
  • Retirement Readiness
  • 401K Management
  • Wealth Management
  • No. of Professionals Trained4001

  • Rating

    4.6

    491 reviews

  • No. of Webinars565

PAST WEBINARS

Ten Confessions of a Fiduciary
FREE 1.5 CPE Live

Ten Confessions of a Fiduciary

userTerri Mcgray, CFP

adviserlongevitycapitalmgmt

4.7 (35)
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

userTerri 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

userTerri 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

userTerri Mcgray, CFP

adviserlongevitycapitalmgmt

INSIGHTFUL
4.7 (38)
Oct 08, 2019 01:30 PM EDT