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:
Longevity Capital Management LLC
Founder & President
[email protected]
(805) 917-6771
Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.
Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.