Meld University Events

Social Security Educational Webinar Exclusively for CPAs & Attorneys

When: Tuesday, August 17, 2021 at 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®

Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial.

DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

When: Tuesday, August 24th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Kyle Whittington, CFP®

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Medicare Educational Webinar Exclusively for CPAs & Attorneys

When: Tuesday August 31, 2021 from 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®

Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.

Social Security: What You Need to Know to Maximize Your Retirement Income

When: Tuesday, September 21st, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®

Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.

Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

When: Tuesday, October 12th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®

Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

Preparing for Long-Term Care Expenses in Retirement

When: Tuesday, November 16th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Blake May, J.D., CFP®

Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.