Content Provider
Longevitylogo

Self-Study CPE
RETIREMENT MASH-UP: EXPERT STRATEGIES FOR MODERN RETIREMENT READINESS
View Details/Register
INTRODUCTION TO ANNUITIES IN 2024
View Details/Register
INTRODUCTION TO LONG-TERM CARE IN 2024
View Details/Register
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
View Details/Register
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
View Details/Register
Free cpe webinars
Inflation Playbook: Understand Inflation and Your Retirement

INFLATION PLAYBOOK: UNDERSTAND INFLATION AND YOUR RETIREMENT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The economic recovery has triggered a dramatic rise in prices. The cost of car rentals, for instance, has increased 88% in one year! Often dubbed the silent killer, inflation can dramatically impact retirement. During this session, we will take a look at this dilemma and discuss the reasons why those near or in retirement should be concerned.

Like it or not, inflation is back. Now is a good time to learn how you can devise a strategy to keep pace with whatever inflation we face in the future—a big concern for those transitioning into retirement, and rightfully so. Join us and learn tips to build your inflation playbook!

Learning Objectives:


  • Recall the current environment and what could drive inflation beyond 2021

  • Identify how the massive federal debt and monetary policies could impact inflation

  • Recognize conditions that triggered the 1970s hyperinflation era

  • Determine how to build a retirement income strategy that keeps up with the rising cost of living

Linkedin
Longevitylogo

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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Longevitylogo
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.