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Meld University Events

Meld Financial

Medicare Planning and Managing Health Care Expenses in Retirement (9/17/19)

Speaker: Patricia Burris, CFP®, Meld Financial
Tuesday, September 17, 2019 from 6:30 to 8:00 PM at Greystone Golf & Country Club, Founder’s Clubhouse

Event Date: Tuesday, September 17, 2019 from 6:30 to 8:00 PM

Event Location: Greystone Golf & Country Club, Founder’s Clubhouse

Register to Attend See location on Google Maps
Market Insights and Retirement Planning

Defense Wins Retirement. How To Shift Your Strategy from Growth to Income

Speakers: Kyle Whittington, CFP® and James B. Cornehlsen, CFA®

Event Date: Tuesday, October 8, 2019 at 6:30 to 8:15 PM

Event Location: Greystone Golf & Country Club - Founder's Clubhouse

Register to Attend See location on Google Maps
Meld Financial

Do You Know If You Can Retire? Learn How To Plan For Retirement (11/5/19)

Speaker: Will Connor, Meld Financial
Tuesday, November 5, 2019 from 6:30 to 8:00 PM at Greystone Golf & Country Club – Founder’s Clubhouse

Event Date: Tuesday, November 5, 2019 from 6:30 to 8:00 PM

Event Location: Greystone Golf & Country Club - Founder's Clubhouse

Register to Attend See location on Google Maps
Meld Financial

Rollover And Play Dead. Does Your Estate Plan Really Work? (12/3/2019)

Speaker: Lynn Campisi, J.D. LL.M., Lynn Campisi, P.C.
Tuesday, December 3, 2019 from 6:30 to 8:00 PM at Greystone Golf & Country Club – Founder’s Clubhouse

Event Date: Tuesday, December 3, 2018 from 6:30 to 8:00 PM

Event Location: Greystone Golf & Country Club - Founder's Clubhouse

Register to Attend See location on Google Maps

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