

In this informative webinar, you'll discover...
Understand how your benefits affect your income, taxes and estate plan
Learn when the optimal time to file is
And much more!
SAVE MY SEAT NOW
Next Webinar
Saturday, Dec 13th, 2025
12:32 AM PST / 3:32 AM ESTShowtime!
Cathy has been featured in...





There is no retirement without income.
have you planned yours?

When you file for your benefit will likely affect your income, tax, and estate plan. “If you file too early, your income may be hurting. But, if you file too late, you may be hurting your estate.”
Join Cathy Mendell as she breaks down the complexities of Social Security benefits so you can more effectively optimize your overall strategy based on your lifestyle and legacy goals.

Cathy Mendell
Cathy Mendell
Founder and President of Theia FinancialSAVE MY SEAT NOW