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Inflation Playbook: Understand Inflation and Your Retirement

INFLATION PLAYBOOK: UNDERSTAND INFLATION AND YOUR RETIREMENT

This webinar has been expanded to 90 minutes.
Cost Free
Presentation Length 1.5 hours

Recorded DateJune 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

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:


  • Evaluate the different ways to hedge against inflation

  • Describe why now may be the right time to reconsider your asset allocation strategy  

  • Summarize how to be positioned to take advantage of the current environment

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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.

Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.

About Our Presenter

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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.