Upcoming Webinars
Archived Webinars
SMART WOMEN RETIRE RIGHT
Recorded Date
April 1, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
REDESIGNING YOUR PORTFOLIO FOR RETIREMENT: EVOLVING OPPORTUNITIES AND RISKS
Recorded Date
March 27, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
RETIRE RIGHT SERIES: NINE MISTAKES TO AVOID IN RETIREMENT
Recorded Date
March 11, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART
Recorded Date
February 25, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
UNLOCKING FINANCIAL FREEDOM: TRANSITIONING TO PASSIVE REAL ESTATE OWNERSHIP
Recorded Date
February 12, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, Real Estate Professional, Small Business Owner
2025 MARKET OUTLOOK: STRENGTHS, WEAKNESSES, OPPORTUNITIES, AND MORE
Recorded Date
January 28, 2025
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Intermediate
Who Should Attend
Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
RETIRE RIGHT SERIES: RULES OF SOCIAL SECURITY
Recorded Date
November 6, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
RETIRE RIGHT SERIES: 7 THINGS TO CONSIDER FOR RETIRING IN THE NEXT 3-5 YEARS
Recorded Date
October 9, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
DIRECT INDEXING: REVOLUTIONIZING INVESTMENT STRATEGIES
Recorded Date
September 26, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
PORTFOLIO MONITORING, BENCHMARKING, AND ANALYSIS
Recorded Date
August 27, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
BUBBLES AND BUSTS: LESSONS FROM HISTORY AND HOW TO PROTECT YOUR PORTFOLIO
Recorded Date
July 9, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm
BUILDING A COMPREHENSIVE, EFFECTIVE AND EXPERTLY CRAFTED RETIREMENT PLAN
Recorded Date
June 5, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
SMART COUPLES RETIRE RIGHT
Recorded Date
April 23, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
2024 INVESTMENT MARKET OUTLOOK: PORTFOLIO & ASSET ALLOCATION STRATEGIES
Recorded Date
January 24, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
STRESS-TESTING RETIREMENT PLANS AND PORTFOLIOS: THE WHAT, THE WHY, THE HOW
Recorded Date
October 11, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
INFLATION PLAYBOOK: UNDERSTAND INFLATION AND YOUR RETIREMENT
Recorded Date
June 15, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
ANNUITIES: THE GOOD, THE BAD, AND THE UGLY
Recorded Date
April 5, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
2023 MARKET OUTLOOK: WHAT'S AHEAD WITH INFLATION, RECESSION, AND INTEREST RATES
Recorded Date
January 30, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Intermediate
Who Should Attend
CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
RETIRE RIGHT SERIES: INVESTMENT MONITORING - WHAT IS A GOOD RATE OF RETURN?
Recorded Date
March 3, 2022
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
SMART CPAs RETIRE RIGHT
Recorded Date
February 17, 2022
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Finance
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
2022 MARKET OUTLOOK: UNCERTAINTY ON THE HORIZON & KEY FACTORS DRIVING CHANGE
Recorded Date
February 10, 2022
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Economics
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
INVESTOR INTELLIGENCE: FIVE EVOLVING OPPORTUNITIES & RISKS
Recorded Date
February 3, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
INVESTMENT BENCHMARKING: DRIVING BETTER OUTCOMES
Recorded Date
August 10, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
OUR NATIONAL RETIREMENT CRISIS AND HOW TO LEAD CHANGE
Recorded Date
July 14, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, Other
IRRATIONAL LOGIC: HOW OUR BRAIN WIRING IMPACTS FINANCIAL DECISIONS
Recorded Date
June 10, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
Terri McGray
Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
8059716771
Resources
PASS into Retirement
PASS provides the foundation for thoughtful and attentive planning so you can retire ready. It is designed to help you understand the best time to file for Social Security, how to structure your savings for income, how to forecast…
| Company | Longevity Capital Management LLC |
| Category | DISCOUNT |
| Original Cost | $1,500.00 |
| Discount | $750.00 |
| Cost | $750.00 |
| Intended Audience | CPA - small firm CPA - medium firm CPA - large firm Bookkeeper CFO / Controller Non-Profit Professional Small Business Owner |