Course Details

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Course Description

Billions of Dollars have been flowing from actively managed funds into index funds over the past several years as investors continue to debate the merits of these different investment approaches. But this isn’t just an academic question. It has the potential to affect investment outcomes in meaningful ways. While passive investing has grown tremendously in popularity, it is not without its pitfalls. Join us in this free CPE webinar for a detailed analysis of these different strategies and a look at history to understand which really has worked best under different market conditions.

Learning objectives

  • Are most mutual fund managers really underperforming?
  • How does behavioral finance impact outcome for investors?
  • Case Study comparing historical results on both strategies

About Presenter

Terri McGray, Bachelors of Science in Finance

President, Longevity Capital Management LLC

[email protected]

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

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

A CLIENT ADVISORY BOARD THAT DRIVES LOYALTY AND GROWTH
Monday, September 23, 2019 | 01:00 PM EDT View Details/Register
United States Taxation of Foreign Real Estate Investors
Tuesday, September 24, 2019 | 11:00 AM EDT View Details/Register
Labor & Employment Law - What will get you sued in 2019/20
Tuesday, September 24, 2019 | 01:00 PM EDT View Details/Register
5 Simple Rules for Making Slides that Make Sense
Tuesday, September 24, 2019 | 02:00 PM EDT View Details/Register
SMARTER SOCIAL SECURITY
Wednesday, September 25, 2019 | 11:30 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Specialized Knowledge
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros CFO/Controller Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

A CLIENT ADVISORY BOARD THAT DRIVES LOYALTY AND GROWTH
Monday, September 23, 2019 | 01:00 PM EDT View Details/Register
United States Taxation of Foreign Real Estate Investors
Tuesday, September 24, 2019 | 11:00 AM EDT View Details/Register
Labor & Employment Law - What will get you sued in 2019/20
Tuesday, September 24, 2019 | 01:00 PM EDT View Details/Register
5 Simple Rules for Making Slides that Make Sense
Tuesday, September 24, 2019 | 02:00 PM EDT View Details/Register
SMARTER SOCIAL SECURITY
Wednesday, September 25, 2019 | 11:30 AM EDT View Details/Register