CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Terri Mcgray

Terri Mcgray, CFP, Others

President, longevitycapitalmgmt
Thousand Oaks,CA
  • 4.5
  • 499 reviews
  • 801 Professionals Trained
  • 10 Courses

About Speaker Terri Mcgray, CFP, Others

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.

  • ERISA Compliance
  • Retirement Readiness
  • 401K Management
  • Wealth Management

4.5

(499)
66%
17%
17%
0%
0%

PH

Even after the instruction, the first time to actually see the prejudice in my own choices even after being told about them.

JB

What a great course!

SE

Great presentation.

MP

Great webinar and very valuable info!

NB

Very useful tool to get CPE during this changing time!

SL

I'm filling out this evaluation five months after I took the course. I can't remember!

SS

Stream had technical issues, which was addressed. Thank you for the information and quick updates.

DS

I loved this webinar. I am very interested in learning how people make decisions and this answered a lot!

SC

Best topics at my-cpe..

JK

interesting!

CE

4.0 STAR

KV

I would like a copy of the book. Please send to Kathryn Vest c/o SunTrust Bank, 919 E. Main St, 8th Floor, Richmond, VA 23219. Thanks.

OY

I would like a copy of the book please! 'Retire Ready - Moral, Ethical, Prudent 401(k) Decision Making….?

DF

The speaker was excellent and informative

AK

I really enjoyed listening to this speaker!

AK

The Speaker was very good!

HF

Excellent

DG

Good. I am getting used to the Android version, too.

EM

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

JH

x

LK

interesting examples

MM

a few glitches with polling questions but I think ultimately they were resolved.

JL

thanks for your contribution to charity with the meals program, thank you for the information regarding limited staff due to covid-19. Stay safe!

MM

The audio was not good and I could not respond to the last question because there was no place to click. The content of the presentation was very interesting.

GM

good

PR

Due to technical and audio difficulties. Hard to hear and understand.

DR

Decent topic but technical difficulties wasted a lot of time

CED

Platform issues with polling questions

CED

Issues with polling question

$9
THE BIG DEBATE: PASSIVE VS. ACTIVE INVESTING
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  • 1 Credit

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Calsavers - California's Mandatory Retirement Program
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