While inflation appears to be on a downtrend, it remains unpredictable. Core prices continue to increase at a higher-than-normal pace, which we predicted two years ago. As investors are facing what many describe as the perfect storm of difficult market conditions – high inflation, increasing interest rates, market volatility, recession fears, a disrupted bond market, a simmering global pandemic, and geopolitical uncertainty – many soon-to-be retirees are concerned about the inability to generate investment returns that keep up with the rising cost of living. While a top concern might be the risk of running out of savings in retirement, the top risk is arguably inflation eroding the value of your income.
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 keep-up-with-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.