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

Presented by Meld University

DEFENSE WINS RETIREMENT™

Speaker: Kyle Whittington, CFP®

When: Tuesday, March 30th, 3:00 to 4:00 PM CDT

Where: Online Webinar

Cost: $0

    You’ve spent your entire life saving for retirement. The final few years before retirement and the first few years of retirement are critical when it comes to understanding how to position your assets to avoid an unexpected impact from the stock market.

    Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs. Speaker, Kyle Whittington, CFP®, President of Meld Financial, will host the event, and guests will have an opportunity to ask questions at the end.

    This event will be an online webinar. If you register and are unable to attend, a replay link will be provided to you within 48 hours of the event conclusion.

    There is no cost to attend, but attendance requires registration in advance.

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      Why Meld Financial?

      Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

      We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

      We provide independent and objective services melded with customer-driven financial goals.

      Mark McGarvey - Chairman - Meld Financial

      “We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

      -Mark McGarvey, Chairman