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Retire Right Series: 7 Things to Consider for Retiring in the Next 3-5 Years

RETIRE RIGHT SERIES: 7 THINGS TO CONSIDER FOR RETIRING IN THE NEXT 3-5 YEARS

Cost Free
Presentation Length 1.5 hours

Recorded DateMarch 3, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Whether you have been planning to retire for a while, or the pandemic’s chaotic events have motivated or forced that decision, now is the time to get ready.

Some of the most important considerations are those related to your finances and investments. One obvious challenge is turning a retirement pool into an income that lasts for the rest of your life. But there are other issues new retirees must think about—from changes to how you’re taxed in retirement, to your healthcare coverage and costs, to strategies for producing investment income, and more.

Retirement marks the end of one life stage and the beginning of another, which can be full of new adventures and opportunities. But to make the most of this new phase, we recommend a thorough review of your financial and investment situation so you can readily make any adjustments necessary to keep your plans and lifestyle on track.

Terri McGray, CFP, AIF, has helped individuals transition to and through retirement for three decades now. Join us as Terri walks you through the essential financial and investment topics for new retirees with detailed, helpful information.

Learning Objectives:


  • Identify current and expected future costs of healthcare in retirement

  • Define strategies for retirement investment income in today’s current low rate environment

  • Identify critical tax rules that every retiree must know

  • Determine the essential way to protect your retirement assets from market volatility

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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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.