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Retire Right Series: Rules of Social Security
Specialized Knowledge

RETIRE RIGHT SERIES: RULES OF SOCIAL SECURITY

Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 6, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Retirement Planning, Women in Accounting
Course Description

How well do you understand Social Security and how benefits work? Today, more than half of all retirees depend on Social Security for their essential retirement income needs, yet too few understand how to maximize their benefits. Social Security is an enormous and complex program that pays out roughly $90 billion a month to beneficiaries, including more than 64 million retirees.

With 4 in 5 of those polled by AARP expecting to rely on Social Security for their retirement, it is critical to plan accordingly. It is time to understand how benefits are calculated, how to optimize your benefits, common costly mistakes to avoid, and misconceptions about the program. Terri McGray, CFP, AIF has been helping individuals transition to and through retirement for over 30 years. Her expertise has helped thousands boost their benefits and learn how to integrate Social Security into their total retirement plan.

Learning Objectives:


  • Recognize the current and future state of the Social Security program

  • Define what is full retirement age for individuals

  • Evaluate options for working in retirement

  • Summarize spousal and ex spousal benefits 

  • Identify death benefits

  • Differentiate the facts and myths about Social Security

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terri McGray

Longevity Capital Management LLC
Founder & President
[email protected]
(805) 917-6771

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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.