In this informative webinar, you'll discover...
How Roth Conversions work and why timing matters
The potential impact Roth Conversions can have on taxes, Medicare premiums, and Required Minimum Distributions (RMDs)
A powerful charitable planning strategy that when pared with RMDs could save you thousands in taxes
SAVE MY SEAT NOWRegister For Webinar
Next Webinar
Saturday, Jul 18th, 2026
6:18 PM PST / 9:18 PM ESTShowtime!
Cathy has been featured in...
There is no retirement without income.
have you planned yours?
If you’re a woman approaching retirement, taxes may be one of your biggest financial concerns — and for good reason. Those pre-tax dollars sitting in your retirement accounts could have a significant impact on your future tax bill, Medicare premiums, Required Minimum Distributions (RMDs), and overall retirement income.
In this webinar, we’ll cut through the confusion and show you exactly how Roth Conversions work — and reveal a powerful charitable strategy that, when paired together, could save you thousands in retirement.
You’ll walk away with the clarity you need to decide if and when a Roth Conversion makes sense for your financial future.
Cathy Mendell
Cathy Mendell
Founder and President of Theia FinancialSAVE MY SEAT NOW