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Free cpe webinars
Retire Right Series: Rules of Social Security

RETIRE RIGHT SERIES: RULES OF SOCIAL SECURITY

Available Date(s)
Tuesday, May 11, 2021: 4:00PM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

How well do you understand Social Security and how benefits work? Today, more than half of all retirees depend on Social Security for their essential retirement income needs, yet too few understand how to maximize their benefits. Social Security is an enormous and complex program that pays out roughly $90 billion a month to beneficiaries, including more than 64 million retirees.

With 4 in 5 of those polled by AARP expecting to rely on Social Security for their retirement, it is critical to plan accordingly. It is time to understand how benefits are calculated, how to optimize your benefits, common costly mistakes to avoid, and misconceptions about the program. Terri McGray, CFP, AIF has been helping individuals transition to and through retirement for over 30 years. Her expertise has helped thousands boost their benefits and learn how to integrate Social Security into their total retirement plan.

Learning Objectives:


  • Recognize the current and future state of the Social Security program

  • Define what is full retirement age for individuals

  • Evaluate options for working in retirement

  • Summarize spousal and ex spousal benefits 

  • Identify death benefits

  • Differentiate the facts and myths about Social Security

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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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.