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Free cpe webinars
Smart CPAs Retire Right

SMART CPAs RETIRE RIGHT

Cost Free
Presentation Length 2.0 hours

Recorded DateFebruary 17, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

How do you make financial decisions? Most CPAs are “left-brain” thinkers, which means you may have a digital brain – one that is better at things like computations. If you’re mostly analytical and methodical in your thinking, you may be surprised to learn that, as you make decisions, your brain is still receiving information from the creative, emotional side of your brain.

In fact, many of our financial decisions are subject to irrational logic. For instance, why do we drive out of our way to save a few bucks on gas but refuse to drive the same to save a few bucks on a $125 coat? How is it that we are anxious when our retirement portfolio drops by $60,000 despite experiencing a $500,000 gain? When it comes to making financial decisions, we think we're making smart, rational choices. But are we?

Terri McGray, a Behavior Finance specialist, refutes the common industry assumption that we make financial decisions using fundamentally rational thoughts. From buying a car to planning our retirement and investing we consistently overpay, underestimate, and procrastinate. Yet these misguided behaviors are neither random nor senseless. They're systematic and predictable. You will learn in this fun, engaging webinar that we are, indeed, irrationally logical. And, most importantly, you will learn how to build a better retirement understanding of how and why we think and act the way we do.

Learning Objectives:


  • Recognize the modern developments in Behavior Finance

  • Determine how our brain responds to financial decisions compared to other decisions

  • Recognize our natural impediments to sound decisions and how to identify them

  • Identify the ways to overcome our irrational instincts and sensible decision-making when it comes to building retirement readiness

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.