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CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner
As we welcome the new year, investors must navigate a complex economic and market landscape. Concerns include potential geopolitical risks, the implications of tighter monetary policies, and evolving trade dynamics. On the flip side, opportunities appear strong with robust consumer spending, increased corporate investment in reshoring, and a focus on modernizing critical infrastructure. Tax policy developments and technological advancements also offer potential catalysts for further growth.
Join this webinar for a forward-thinking discussion where our presenter will address these uncertainties and opportunities. This discussion will include expert insights from Charles Schwab, Morningstar, Capital Research Group, BlackRock, and others. Attendees will gain a deeper understanding of the financial risks, strategies, and opportunities that could define 2025 and beyond, and learn how to position portfolios for success in an ever-changing market environment.
Learning Objectives:
- Evaluate how new U.S. government policies may change the economic landscape
- Outline if normalized inflation may make way for aggressive rate cuts and how that might impact income-focused investors
- Identify how a lack of excess personal savings for individuals may affect the economy
- Recognize how the lag effect from higher rates may impact corporate spending and the housing market
- Identify trends in U.S. job growth into 2025 and discuss if the so-called soft landing is still imminent
- Evaluate the strength of retirement portfolios following the S&P hitting over 50 record highs in 2024
- Identify opportunities for opportunistic investors
- Evaluate asset allocation strategies into a new year with a new administration and the many changes to come
Terri McGray
Longevity Capital Management LLC
Founder & President
[email protected]
(805) 917-6771
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.
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