Content Provider
Middlebanner irs06112024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Retire Right Series: Nine Mistakes to Avoid in Retirement


Cost Free
Presentation Length 1.5 hours

Recorded DateMay 21, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

If you are looking to retire in the next few years, retiring with confidence and enjoying a stress-free life can be a challenge in today’s world. While many envision a retirement filled with adventures, travel, new discoveries, and freedom, problems, and obstacles, as well as mistakes in planning can get in the way.

The good news is that hurdles can usually be overcome with careful planning and mistakes can be avoided with knowledge. Join Terri McGray, CFP, AIF, who has helped individuals transition to and through retirement for three decades now, details nine common retirement mistakes she sees in her practice. Terri will also walk you through the essential financial and investment topics for those seeking to transition into retirement within the next few years.

Learning Objectives:

  • Outline a sustainable income strategy for retirement

  • Identify various risks that can cause you to run out of money

  • Determine how to time your retirement, not your investments

  • Practice sticking to your trajectory by defining your needs and building a sound plan

  • Define what a trusted advisor is and why it matters

  • Identify costly mistakes that could cause financial hardship

Not logged

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

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.