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.
Shred-It to benefit Children’s Hospital of Alabama
When: Saturday, May 1st from 10:00 AM to 1:00 PM
Where: Meld Financial Office - Click for Directions
Speaker: N/A
Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.
Preparing for Long-Term Care Expenses in Retirement
When: Tuesday, May 11th, 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.
Financial Fingerprint: How to Approach Your Retirement Questions
When: Tuesday, July 13th, 2021 at 3:00 - 4:00 PM CDT
Where: Online Webinar
Speaker: William D. Connor, VP of Financial Planning
We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!
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?
