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Terri McGray

Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 601-7024

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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.

About Us: 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.

Archived Webinars Offered

BUILDING A COMPREHENSIVE, EFFECTIVE AND EXPERTLY CRAFTED RETIREMENT PLAN

Date RecordedSeptember 10, 2020  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

INVESTMENT BENCHMARKING: DRIVING BETTER OUTCOMES

Date RecordedAugust 10, 2020  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

OUR NATIONAL RETIREMENT CRISIS AND HOW TO LEAD CHANGE

Date RecordedJuly 14, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

IRRATIONAL LOGIC: HOW OUR BRAIN WIRING IMPACTS FINANCIAL DECISIONS

Date RecordedJune 10, 2020  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other