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Free cpe webinars
Smart Couples Retire Right

SMART COUPLES RETIRE RIGHT

This webinar was previously offered as a 2 CPE course.
Cost Free
Presentation Length 1.5 hours

Recorded DateMarch 1, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Retirement is often romanticized as a time for pursuing personal interests, traveling the globe, or starting an encore career. But for many married couples, it can also be a time of stress. It’s not easy to start a discussion with your spouse about financial goals, but one of the key benefits of being a couple is that you can use the power of teamwork. However, studies reveal that couples often avoid the retirement conversation and might even leave each other in the dark about their desires. Worse, they end up disagreeing on important issues.

When your goals are misaligned, strategies are not unified, and investment portfolios and risk management approaches are not harmonized, couples risk facing more problems than solutions. Couples need to balance life in retirement with their joint goals as well as individual desires.

With a solid financial plan and the right guidance, you can avoid common challenges that hinder retirement success for many couples. 

Learning Objectives:


  • Practice how to envision your retirement as a couple

  • Determine what to do when you disagree on important things like where to live, how to compromise on budgeting and spending, your desires for helping children and family, and more

  • Recognize why retiring at the same time may not be a good idea

  • Propose ways to unify your investment strategy to generate the income you need in retirement

  • Determine how to maximize joint Social Security benefits, including survivor benefits

  • Recognize how to set your spouse up for success if you were to fall ill or die prematurely

  • Identify and list the information you need to know with legacy and estate planning and the issues associated with aging as a couple

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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.