CPAacademy.org | STRESS-TESTING RETIREMENT PLANS AND PORTFOLIOS: THE

Content Provider

Self-Study CPE

AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
View Details/Register

DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
View Details/Register

AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
View Details/Register

ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
View Details/Register

FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
View Details/Register

THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
View Details/Register

INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
View Details/Register

TAX PRACTICE INNOVATIONS: INSIGHTS FROM ROGER NEMETH
View Details/Register

ESSENTIALS OF ANNUITIES
View Details/Register

U.S. INTERNATIONAL TAXATION AND SELF-CARE FOR CPAs
View Details/Register

Stress-Testing Retirement Plans and Portfolios: The What, the Why, the How

Specialized Knowledge

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

Available Date(s)

Wednesday, May 07, 2025: 4:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.5 hours

Subject Area 1.5 - Specialized Knowledge

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Retirement Planning, Women in Accounting

Course Description

Our retirement wellness these days is vulnerable to more risks than ever before. With fewer retirees enjoying the benefit of pensions and guaranteed income, personal savings and investments are susceptible to many dangers that could cause millions to run out of money in their elderly years. It is called longevity risk and it is estimated that as many as one-third of all Baby Boomers will be dependent upon family, charity, or the government at some point in retirement. That is why it is important to understand the objective and process of stress-testing, which is a sophisticated financial modeling simulation technique used by professional asset managers and financial planners to determine the vulnerability of retirement plans and investment portfolios.

Learning Objectives:

Define what stress-testing is and why it is an important part of retirement wellbeing in today’s world

Identify areas of vulnerability in retirement portfolios

Give examples of how modeling can help build and manage portfolios to weather potential economic calamities

Recall why stress-test retirement income withdrawals against inflation and other risks that could cause accelerated asset depletion is a critical part of planning

List the benefits of comprehensive financial planning combined with diligent stress-testing and active management that can save you and your clients thousands of dollars in potential losses, unnecessary fees, and expenses, and provide the peace of mind desired in retirement

Terri McGray

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.

Additional Materials

Brochure

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.