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.

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

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

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?

Defense wins retirement
Defense Wins Retirement: How to Shift Your Strategy From Growth to Income

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

Rollover and Play Dead. Does Your Estate Plan Really Work?
Rollover and Play Dead. Does Your Estate Plan Really Work?

As people age, having proper estate planning documents is even more important. Learn how your assets should be titled and how to avoid costly mistakes.

Preparing For Long Term Care Expenses in Retirement
Preparing for Long-Term Care Expenses in Retirement

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