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

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

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 11, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
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

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Terri McGray is the founder and president of Longevity Capital Management LLC, a professional wealth management and retirement planning consulting firm that helps business owners and individuals work towards a successful retirement.

She has developed a unique retirement readiness program for employers seeking to increase financial literacy in the workforce and drive results with their 401(k).

Her expertise with plan design, ERISA law, internal controls, and investment management enables businesses to outsource their plan workload and engage a co-fiduciary to reduce their liability.

Mrs. McGray is a champion of retirement readiness and public speaker, speaking passionately about our national retirement crisis and the importance of good 401(k) stewardship. Some of the conferences she has spoken at include LA Accounting & Finance Show 2019, CA HR Professional Conference 2019, Professionals in Human Resources Local Chapters, Cal Lutheran University.

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.