Meld University Events
A listing of events presented by Meld University. These events cover topics such as Financial Planning, Wealth Management, Saving and Investing, Social Security and Medicare, and Financial Wellness.
Defense Wins Retirement: Shifting Your Strategy from Growth to Income
When: Tuesday, Aug. 25th from 3:00-4:30 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.
Social Security Planning: What You Need to Know to Maximize Your Retirement Income
When: Tuesday, Sep. 22nd from 3:00-4:30 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 and Managing Health Care Expenses in Retirement
When: Tuesday, Oct. 13th from 3:00 - 4:30 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, Nov 17th from 3:00-4:30 PM CST
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.
