Image

Your Accomplished Retirement: Social Security Webinar

Your Guide to Tax-Savvy Retirement

Image

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 EST
Showtime!
Cathy has been featured in...
ImageImageImageImageImage

There is no retirement without income.

have you planned yours?
Image

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.

Image
Cathy Mendell
Cathy Mendell
Founder and President of Theia Financial
SAVE MY SEAT NOW