Why do we drive five miles to save ten dollars on a $20 electronic gadget but refuse to drive the same to save $10 on a $125 coat? Why do we welcome a $5,000 tax refund but balk over paying $500 for tax consulting services? How is it that we are enraged when our investment falls $60,000 when we enjoyed a $500,000 gain? When it comes to making financial decisions, we think we're making smart, rational choices. But are we?
Terri McGray refutes the common industry assumption that we make financial decisions using fundamentally rational thoughts. From buying a car to paying taxes and investing in our 401(k) 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 perhaps most importantly, you will learn how to build a better practice understanding how and why clients think and act the way they do.
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.