Roth conversions explained: Is it the right move for you?
Curious about Roth conversions but not sure if they make sense for your situation? Join Dr. Kim Bridges, CFP, and owner of Bright Women Financial, for an easy-to-follow discussion on one of today's most talked-about retirement tax strategies. We'll cover what a Roth conversion actually is, why today's historically low tax rates make this a window worth understanding, and the key things to watch out for — from Medicare premium surprises to timing your conversion right. You'll leave with a clearer picture of whether this strategy could be a fit for you, and the right questions to bring to your own financial and tax professionals.

No pressure, no jargon — just clear, practical education to help you feel more confident about your retirement decisions. If you'd like to attend this complimentary presentation, sign up below.

Kimberly Bridges has a passion for educating and empowering women to make smart financial decisions, and this passion fueled her desire to earn a master’s and a doctorate in personal financial planning, along with the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, Certified Divorce Financial Analyst®, and Retirement Management Advisor® designations. Her graduate research focused on women’s financial issues, and she has become a recognized expert in this area, presenting to audiences of women and the advisors who serve them across the United States and Canada.

Kim’s passion lies in closing the gender gap in financial outcomes—especially among women navigating retirement. She believes that financial empowerment isn't just about numbers; it's about clarity, confidence, and control. Through her engaging and relatable approach, she helps women understand the unique financial challenges they face and equips them with tools to thrive.