Women have made significant strides in education and workforce participation while also fulfilling crucial roles as mothers and caregivers. Despite this progress, many women still fall behind men in saving and planning for retirement. Challenges such as longer life expectancies, the gender pay gap, and lower Social Security benefits create unique obstacles for women on the path to a secure retirement.
It’s essential for women to take control of their financial futures and retirement planning. This webinar aims to raise awareness about the specific retirement risks women face and to highlight opportunities for empowerment in financial decision-making.
The good news is that even small steps can lead to significant improvements in retirement readiness. While each woman’s retirement journey is unique, the tools and strategies for achieving financial security are universally applicable. Now is the time for every woman to prioritize a financially secure retirement.
Learning Objectives:
Understand how the evolving role of women in the workforce impacts retirement planning
Recognize the key challenges that hinder women from achieving sufficient retirement income
Identify retirement goals and confidence levels that are particularly relevant to women
Explore actionable solutions for women to enhance their savings, investment strategies, and preparations for long, healthy retirements.
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Terri McGray, president of 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.
