Webinar: Women's Financial Future: The Secrets of Tax-Efficient Retirement with RMD Maximization and Roth Conversion Live Webinar by Shala Financial

About This Webinar

Attention all 401(k), IRA, 403(b), and retirement account owners! Take control of your finances with these game-changing tax planning strategies!

Curious about the impact of recent government changes on your RMDs and withdrawal requirements? Mitigating or controlling taxes is an important aspect of financial planning.

From mastering the mandatory distribution phases of retirement to discovering the power of creating tax-free income, these tips have the potential to help you maximize your savings and minimize your tax burden.

Join us in our FREE online presentation, learn the basics of Required Minimum Distributions and the benefits of tax-free withdrawals with a Roth IRA.

Come and learn more at this group presentation hosted by retirement specialist Rosa Shala.

Rosa Shala CFP®

Founder

Rosa Shala has helped families work toward their financial dreams since 2000. She primarily focuses on assisting people through purpose-based investing, creating lifetime income and leaving a legacy of wealth and wisdom for their loved ones. Rosa is passionate about helping people prepare for retirement and she focuses on building relationships with each and every client.

A graduate of Barnard College at Columbia University, Rosa holds her B.A. in economics. She has earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and she has passed the Series 65 securities exam. She also holds her life and annuity insurance licenses.

Rosa is highly involved in several industry organizations, including the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). She is also a member of the National Association for Female Associates as well as Toastmasters International. She frequently hosts informational workshops on retirement topics and has been featured in Forbes and The Women’s Journal.

Rosa and her husband have been married for nearly four decades and have three amazing children, one son-in-law and a beautiful granddaughter. Away from work, she loves spending time with family, traveling, reading, running and serving in her church.