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:
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.
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