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If you are looking to retire in the next few years, retiring with confidence and enjoying a stress-free life can be a challenge in today’s world. While many envision a retirement filled with adventures, travel, new discoveries, and freedom, problems, and obstacles, as well as mistakes in planning can get in the way.
The good news is that hurdles can usually be overcome with careful planning and mistakes can be avoided with knowledge. Join Terri McGray, CFP, AIF, who has helped individuals transition to and through retirement for three decades now, details nine common retirement mistakes she sees in her practice. Terri will also walk you through the essential financial and investment topics for those seeking to transition into retirement within the next few years.
Learning Objectives:
- Outline a sustainable income strategy for retirement
- Identify various risks that can cause you to run out of money
- Determine how to time your retirement, not your investments
- Practice sticking to your trajectory by defining your needs and building a sound plan
- Define what a trusted advisor is and why it matters
- Identify costly mistakes that could cause financial hardship
Terri McGray
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.
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About Our Presenter
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