28 April
Financial Wellness Rollout - Leadership Team



Hi I'm Terri McGray, president and founder of Longevity Capital Management, where we specialize in all things retirement. We are very excited to be a part of the Velocity team and I want to welcome you to the rollout of an award-winning financial wellness program. But first, let me give you a little background.

You see, money is implicated as a major stressor. It plays a major role in influencing us from a mental or even physical standpoint, and it can even impact our job performance. While most employers offer a retirement plan, planning for retirement these days is very complicated. I know becuase I've been helping literally thousands transition to and through retirement for over 30 years.

Additionally, in today's complex world, most of us have many other financial goals and needs to juggle such as paying for college for our kids, drafting a will and estate plan, building homeownership, managing debt, taking care of aging parents and more. It's getting harder and harder to succesfully manage our finances. The more financial demands, options and choices we have means it's easy to get overwhelmed, stymied or just make bad decisions.

What we do know is the more educated we are about finance, the better the financial decisions we tend to make. Consequently, I believe the first step toward financial wellness is building financial literacy, which is why my firm is commited to delivering an outstanding financial education program for our clients.

I'm delighted to introduce you to our firm and tell you about our Employee Retirement University, but most importantly we are excited to launch an award-winning progam called Enrich as an added benefit for Velocity team members. Your participation and support will be very valuable and helpful in ensuring its success. 

I look forward to meeting you and sharing a demonstration of this unique and valuable program!


Date and Time

Wed, Apr 28, 2021

12:00p - 1:00p PST


RingCentral Powered by Zoom


Please have stable internet connection and have speaker and mic on for this roundtable video presentation.


Event Registration