Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes.
This webinar is designed to reveal the unique financial realities women face—including longer life expectancy, career interruptions, and the fact that 90% of women will manage their finances independently at some point in their lives.1
Watch to learn:
- How proactive tax planning can help protect future wealth
- Strategies to help reduce lifetime taxes through Roth conversions
- Ways to optimize asset location and distribution planning
- How coordinated planning can help preserve wealth for children and heirs
- Why becoming an informed financial partner now can make all the difference later
Click here to view the webinar and take the next step toward becoming a more confident, empowered steward of your wealth.
1“Simon-Kucher & Partners Study Finds Women Underserved as Wealth Management Clients despite Accumulating
Wealth Significantly Faster than Men.” Business Wire, 25 Oct. 2022, www.businesswire.com/news/home/20221025005745/en/Simon-Kucher-Partners-Study-Finds-Women-Underserved-as-Wealth-Management-Clients-Despite-Accumulating-Wealth-Significantly-Faster-than-Men. Accessed 25 Feb. 2026.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. This content is for general information only and is not intended to provide specific legal, tax, or other professional advice.
Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor.
Converting from a traditional IRA to a Roth IRA is a taxable event.
Debbie Taylor is not affiliated with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera or its registered representatives.
The opinions contained in the linked material is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC, or its registered representatives. This information is from sources believed to be reliable, but Cetera Wealth Services LLC cannot guarantee or represent that it is accurate or complete.
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