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Self-Study CPE
INTRODUCTION TO LONG-TERM CARE IN 2024
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024
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AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024
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ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
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FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024
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THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024
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INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
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TAX PRACTICE INNOVATIONS: INSIGHTS FROM ROGER NEMETH
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ESSENTIALS OF ANNUITIES
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Free cpe webinars
Unlocking Financial Freedom: Transitioning to Passive Real Estate Ownership

UNLOCKING FINANCIAL FREEDOM: TRANSITIONING TO PASSIVE REAL ESTATE OWNERSHIP

Available Date(s)
Wednesday, February 12, 2025: 4:00PM EST

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
Course Description

Managing real estate can feel like a full-time job, but what if there was a more hands-off, tax-efficient approach that preserves income and reduces stress? Commercial and residential real estate investments offer numerous advantages: reliable income, appreciation potential, competitive risk-adjusted returns, and tax-efficient cash flow opportunities. Additionally, leveraging financing can amplify returns. However, active real estate ownership requires significant management effort that's often called the Three Ts: Toilets, tenants, and trash.

With property owners nearing retirement, there often comes a point where managing properties can feel more like a burden than a benefit. Join this webinar to discover a more hands-off approach to property management including how to convert property from active to passive ownership. For those looking to maintain the benefits of real estate ownership, like income and tax efficiency, without the day-to-day management responsibilities, this session will provide actionable insights and proven strategies to optimize financial futures while reducing the burdens of active property management.

Learning Objectives

  • Evaluate how to transition from active to passive income

  • Recognize how to move from the day-to-day challenges of property management to consistent, professionally managed income streams

  • Identify how to defer capital gains taxes on real estate sales, keeping wealth intact

  • Outline how to diversify beyond traditional real estate and broaden portfolios

  • Evaluate how to enhance liquidity without sacrificing returns and demonstrate how to pursue financial flexibility while maintaining or increasing cash flow reliability and adapt a financial strategy for changing life goals

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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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Additional Materials
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.
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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

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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.