**Exclusively for CPAs & Attorneys**
Speaker: Patricia L. Burris, CFP®, Vice President, Corporate & Retirement Plan Services, Meld Financial
When & Where: Tuesday, May 7, 2019 from 7:30 to 10:30 AM at The Harbert Center
Buffet Breakfast Served
Social Security and Medicare can be far more complicated than people realize. The decisions your clients make now can have a tremendous impact on their retirement and financial well-being. The last several years your speaker, Pat Burris®, has helped many CPAs and Attorneys with unique and somewhat complicated Social Security and Medicare filing strategies for themselves and their clients.
Learn some of the nuances with Social Security and Medicare at the 3-hour CPE/CLE educational event exclusively for CPAs and Attorneys, hosted by Meld Financial. This workshop will help professionals like you learn how to help your clients make sure they are effectively utilizing the benefits available to them.
Earn 3 CPE and/or 3 CLE credits by joining us for a free educational workshop, “Savvy
Social Security & Medicare Planning, What Attorneys and CPAs Need to Know to Effectively
Help Their Clients”. *
* This course or a portion thereof has been approved by the Mandatory Continuing Legal Education Commission of Alabama for a maximum of 3.0 hours credit. Approved for 3 hours CPE by the Alabama State Board of Public Accountancy.
All events are for educational purposes only; no products or services will be sold.
Securities Offered Through Triad Advisors, LLC Member FINRA/SIPC
Advisory Services Offered Through Meld Financial Inc.
Meld Financial Inc. and Triad Advisors, LLC Are Not Related