If the idea of reducing the risk of outliving your money in retirement sounds appealing, you won’t want to miss this webinar. The guarantees, including a potential lifetime income, offered by annuities may sound like the key to a comfortable retirement, however, the reality is not that simple. While annuities can sometimes offer lifetime income, they are complex contracts that can be wrought with pitfalls. In some cases, long-term outcomes can be disappointing if not downright dangerous to your retirement.
In 2020, over $219 billion went into annuities according to LIMRA’s estimates. But, sadly, many of those who purchased them cannot confidently answer 7 of the most basic and important questions about their contracts.
During this webinar, we will cover the different types of annuities and their trade-offs. We will also discuss alternative strategies to generate income in retirement. If you currently own an annuity or are considering buying one, Terri McGray, CFP, AIF, president and founder of Longevity Capital Management will share her 30 year+ of experience and know-how with the good, the bad, and the ugly of annuities. Her aim is to provide an insightful view into these products, including the 7 most basic questions you should ask before you invest in an annuity.
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.