Rhame & Gorrell Wealth Management invites you to their event

Shell Mega Roth Strategy: Turn After-Tax Dollars Into Tax-Free Growth | Rhame & Gorrell Wealth Management

July 30, 2025 12:00 (CDT)
About 30 minutes

About this event

Are you maximizing the potential of your Shell Provident Fund?

We invite you to our upcoming webinar, where Cydney Nash, CFP®, CIMA®, will explore Mega Backdoor Roth Conversions within the Shell Provident Fund.

This advanced strategy enables Roth savings beyond the IRS limits for direct contributions. However, navigating the specific rules is essential for success.

During this event, we will cover:

  • What are Mega Backdoor Roth Conversions?
  • How do they work within the Provident Fund?
  • What are the benefits?
  • Examples and potential pitfalls
  • Live Q&A

Hosted by

  • Team member
    T
    Cydney Nash, CFP®, CIMA® Wealth Manager @ Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm that provides financial planning and wealth management services to high net worth clients, primarily Oil & Gas employees and executives.

Host webinars on Host webinars on Livestorm
Virtual Meetings ∙ Webinars ∙ Virtual Events ∙ On-Demand Webinars ∙ Automated Webinars ∙ Product Demos ∙ Company communication ∙ Customer training ∙ Live Q&As ∙ Employee onboarding ∙ Live events