As we turn the page on one of the most tumultuous years on record, you’ve got to ask yourself, is it time for a portfolio makeover? 2020 and the pandemic, global recession, stunning market collapse, and surprisingly rapid recovery reinforced the notion that it’s impossible to know exactly what lies around the bend.
Terri McGray, CFP, AIF, has managed money and navigated investors through market turbulence for over thirty years. Her focus is on helping individuals get to and through retirement. She will share thoughts and opinions from various leading investment strategists, accessing her networks of specialized managers and macro advisors to analyze risks and opportunities in the U.S. and global markets to give you a road map to track towards investment success as we get on the other side of the pandemic.
Learning Objectives:
Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(805) 917-6771
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.