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Inflation Playbook: Understand Inflation and Your Retirement

INFLATION PLAYBOOK: UNDERSTAND INFLATION AND YOUR RETIREMENT

This webinar has been expanded to 90 minutes.
Cost Free
Presentation Length 1.5 hours

Recorded DateJune 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

While inflation appears to be on a downtrend, it remains unpredictable. Core prices continue to increase at a higher-than-normal pace, which we predicted two years ago. As investors are facing what many describe as the perfect storm of difficult market conditions – high inflation, increasing interest rates, market volatility, recession fears, a disrupted bond market, a simmering global pandemic, and geopolitical uncertainty – many soon-to-be retirees are concerned about the inability to generate investment returns that keep up with the rising cost of living. While a top concern might be the risk of running out of savings in retirement, the top risk is arguably inflation eroding the value of your income.

 Now is a good time to learn how you can devise a strategy to keep pace with whatever inflation we face in the future—a big concern for those transitioning into retirement, and rightfully so. Join us and learn tips to build your keep-up-with-inflation playbook!

Learning Objectives:


  • Evaluate the different ways to hedge against inflation

  • Describe why now may be the right time to reconsider your asset allocation strategy  

  • Summarize how to be positioned to take advantage of the current environment

  • Determine how to build a retirement income strategy that keeps up with the rising cost of living

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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.