Learn in real-time with retirement income authority Cathy Mendell, founder of Theia Financial, as she uses her proven system to help you methodically create a guaranteed monthly lifetime income plan you can trust.
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LEARN LIVE
Virtual live group coaching
FAST RESULTS
Retirement clarity in just one week
PROVEN PROCESS
Learn the TheiaPath way
Retirement Shouldn't Feel Uncertain
It’s not enough to simply have money saved—you need a strategy for turning those savings into steady, reliable income for the rest of your life.
Your plan should answer questions like:
“How much income do I truly need to support the lifestyle I want?
“I don’t know where to start”
"I don't know if I have saved enough."
"I'm not sure how to replace my paycheck."
"I don't want my future to depend on the market."
"My retirement plan feels vague."
"My plan depends too much on guessing."
"I'm overwhelmed by conflicting advice."
“Can I continue to live the life I am used to?”
You’ve worked hard all your life. Retirement should be a joyful time. Yet, it remains vague, foggy, and downright uncertain for many as they plan their next chapter. We take away this uncertainty by giving you complete clarity on the choices and decisions you will make today that will affect how you live tomorrow. We have helped hundreds of retirees move from unprepared to confident. We can help you, too.
What You'll Learn
Define Your Retirement Goals
Map Out Your Lifestyle Expenses
Identify Your Retirement Income Sources
Learn About Safe Money Options
Allocate Your Savings to Sustain Your Lifestyle
Optimize Withdrawal Strategies to Reduce Taxes
Begin to Build a Retirement Paycheck You Can Count On
Attend this live virtual coaching workshop and become empowered as you learn how to shift your retirement assets into retirement paychecks to replace your work paychecks with certainty using safe money sources you can trust to last the rest of your life.
Engage live with Cathy Mendell, the authority in retirement income planning. In just three 1-hour virtual sessions over one week, Cathy will help you clarify your retirement vision, understand your future retirement expenses, and show you ways to develop an income plan in retirement to match, so you can confidently step into your next chapter!
Join a Small Group Live with Cathy
Attend three interactive Zoom sessions led by Cathy Mendell alongside like-minded people preparing for retirement.
Clarify Your Retirement
Between sessions, complete simple yet powerful exercises to identify your goals, lifestyle needs, and financial dynamics.
Learn the TheiaPath Framework
Cathy will walk you through her proven process for turning your savings into a reliable, guaranteed income stream for life.
Get Real-Time Guidance
Ask questions and receive expert insights in a supportive, live setting designed to help you move from uncertainty to clarity.
Andrea G.
“I cannot thank you enough for your efforts”
Lori M.
“I feel empowered to make informed decisions that will impact my future”
Diahann A.
“I’m feeling a lot better about where things are headed”
Claudia A.
“...Has been a truly rewarding experience”
Irene M.
“...No longer obsess over what I don’t understand”
Kathleen G.
“Exceeded our expectations”
Connie F.
“Exceptionally professional, responsive, and knowledgeable”
Kim J.
“A sound financial plan”
Laura F.
“Guaranteed paychecks for the rest of our lives”
What You Will Discover
Live Session 1: Define Your Retirement Vision and Funding Sources
Clarify what you want life to look like in retirement. Do you want to maintain your current lifestyle, or do you plan to change it? Do you desire to spend more time and money on travel, hobbies, and legacy?
Identify the retirement funding sources you already have and those you may not have considered.
Live Session 2: Understand Your Real Retirement Expenses
Break down your retirement lifestyle costs including future healthcare, taxes, and even hidden expenses (yes, they are there). The goal is not to force a lifestyle change at retirement; it is to know precisely what monthly income you need to fund the essential costs of the retirement lifestyle you choose.
Live Session 3: Discover Your Options for Guaranteed Income Streams
Learn about tax-smart withdrawal strategies and become familiar with safe options to best maximize the guaranteed monthly income you need to meet your essential lifestyle costs. This step gives you freedom to make future investment choices that don't put your entire retirement at risk.
At the heart of a truly fulfilling retirement lies freedom — the freedom to pursue your passions, spend time as you choose, and live without the constant worry of money concerns. We believe retirement should be a time of joy, not stress. That belief is the foundation of everything we do.
Our mission is simple: to help you transition into the retirement lifestyle you want, when you want, with clarity, confidence, and peace of mind.
That’s why we created The TheiaPath System — a unique approach that begins not with numbers, but with you. Your dreams. Your values. Your vision for what this next chapter could look like. We take the time to understand what matters most to you so we can create a financial plan that supports your life, not the other way around.
Once we have your vision in focus, we explore the financial strategies and tools that align with your goals. This process isn’t about guesswork or generic formulas — it’s about crafting a personalized path that gives you the flexibility and freedom to live the life you've imagined.
Too often, traditional retirement planning adheres to outdated rules that overlook what is possible. We believe you deserve more than that. That’s why we challenge the status quo and look beyond the basics — so you never have to settle.
We’re excited to help you take this next step. Together, we’ll design a retirement that’s not just secure, but truly yours.
Why should I consider this live coaching workshop?
Because you will learn from and work directly with Cathy Mendell herself, the founder of Her Next Chapter, utilizing her proprietary and proven retirement planning process, TheiaPath, Cathy will guide you through all aspects of your individualized journey to and through retirement. Cathy has worked with hundreds of accomplished women to provide them with personalized, definitive retirement plans. Her focus on monthly income helps women KNOW instead of HOPE that they can confidently step into their next chapter with joyful anticipation. Cathy's expertise in strategies to convert your money (savings, investment portfolios, and 401(k) s) into a guaranteed, reliable monthly income, not reliant on the ups and downs of the stock market, is her mission. Because without a reliable income, there is no retirement.
Is this live coaching workshop the right time for my retirement horizon?
This live coaching workshop is the ideal learning experience for you if you are 1-3 years away from retirement, are retiring this year, or are already retired but do not have a reliable income plan. Each workshop consists of a one-hour live session, facilitated daily for three consecutive days, totaling three hours of live coaching. Cathy will also provide you with tools to help you assess your specific financial dynamics at your own pace during each session. Please register if your retirement timeline aligns with your retirement horizon and you can commit to attending all three live sessions of the workshop, as each session is essential to the next and the successful outcome of your retirement income learning experience.
How do I attend the live coaching workshop?
The sessions are virtual, allowing people from all over the country to participate. This live coaching is facilitated on Zoom, taking place in real-time. You are asked to be on camera and will have the opportunity to ask questions, receive answers, share concerns, and learn directly from Cathy Mendell about the steps needed to start creating your maximized retirement income strategy. You will receive confirmation and reminder emails that will include a Zoom link and any necessary materials for your upcoming session. Please log in a few minutes before each session, as it will start promptly at the specified time.
How long does it take to complete the workshop?
This highly interactive workshop comprises a 1-hour live session held over three consecutive days, totaling three hours of live training. We will also provide you with proprietary tools at each session to help you identify and assess your retirement dynamics at your own pace and in your own time.
Do you have options for the time of each workshop?
Each month, we offer one evening workshop and one daytime workshop, at times that best accommodate individuals in all time zones.
What if I miss one of the workshop’s live sessions?
We encourage you to prioritize the three 1-hour live sessions to capitalize on the lively interaction and Q&As between Cathy, you, and your cohorts. Each session is dynamic and crucial to the outcome of this retirement income planning coaching workshop. We kindly request that you only register for a workshop if you can commit to participating in all three live Zoom sessions.
Do you offer private workshops for employers, trade associations, and organizations?
Yes, we offer private coaching workshops through our Retirement Preparedness Program for employers, trade associations, and non-profit organizations. Employees and/or members participating must meet the retirement horizon criteria of being 1-3 years out from retirement or planning to retire this year. Private workshops must include five or more participants from the same employer, or five or more employees or members from the same trade association or organization. Participants must attend all three live sessions to complete the workshop and maximize their knowledge of retirement income. Please get in touch with [email protected] for more information on this program.
Can I schedule a private workshop?
We offer workshops tailored for groups, so if you have a cohort of five or more participants, we can schedule a customized private workshop specifically for your group. For more information on scheduling a private workshop, please contact [email protected]. If you are looking for retirement income coaching for yourself only, we can offer a private strategy session with Cathy Mendell as an alternative. She can work directly with you to discuss your specific retirement planning needs. Schedule with Cathy here.
What if I have other questions not answered here?
Please get in touch with [email protected] for further information or if you have any questions not addressed here.
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