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Terri McGray

Longevity Capital Management LLC
Founder & President
terri@longevitycapitalmgmt.com
(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.


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About Us: 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.

Upcoming Webinars

REDESIGNING YOUR PORTFOLIO FOR RETIREMENT: EVOLVING OPPORTUNITIES AND RISKS

SMART WOMEN RETIRE RIGHT

ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART

STRESS-TESTING RETIREMENT PLANS AND PORTFOLIOS: THE WHAT, THE WHY, THE HOW

UNLOCKING FINANCIAL FREEDOM: TRANSITIONING TO PASSIVE REAL ESTATE OWNERSHIP

Archived Webinars

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     
SMART WOMEN RETIRE RIGHT
Recorded Date September 12, 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     
REDESIGNING YOUR PORTFOLIO FOR RETIREMENT: EVOLVING OPPORTUNITIES AND RISKS
Recorded Date September 28, 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