As we welcome the new year, it is clear that there are many key concerns on investors' minds. This webinar will explore the uncertainties and changes in the upcoming year, including the election, geopolitical risks with tensions globally, interest rates, consumer defaults and trends, rising unemployment, corporate earnings, the housing market, the future of artificial intelligence and electric vehicles (AI and EV) as well as other potential economic booms and risks. Join us as we share insights from experts such as Charles Schwab, Capital Research Group, Blackrock, and PIMCO to understand better the risks, uncertainties, and opportunities in the market.
Learning Objectives:
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.