Get a Better Understanding of Medicare and Learn What’s New for 2024

Presented by Meld University

Meld University Presents: Get a Better Understanding of Medicare and Learn What’s New for 2024


Speaker:
 Patricia L. Burris, CFP®

When: Tuesday, November 14th, 6:00 -7:30 PM CST

Where: Birmingham Botanical Gardens

Cost: $0

Online registration has ended. If you would like to attend you can contact Whitney at whitney@meldfinancial.com or 205-967-4200 to reserve your spot.

Why is Medicare so dang confusing? Especially when one of the most important decisions you need to make as you reach age 65 is how and when to apply for Medicare.

Join us for this live event as Pat Burris, CFP® shares insights on important information to consider before applying for Medicare. She will also share steps you should take each year once on Medicare to maintain or improve your coverage and perhaps reduce your costs. Everyone approaching or into retirement will benefit from attending. Topics discussed include:

• Who must enroll in Medicare at age 65 and who can delay enrolling until retirement
• How to enroll, when and how long it takes
• Original Medicare – What is it and what it covers.
• Medicare Advantage vs. Medigap – how to find the best supplement for you and if you can switch once enrolled.
• Why having a Health Savings Account can negatively impact your Medicare enrollment.
• Premiums and out of pocket expenses and how to reduce or avoid extra premiums.
• Annual Enrollment – what every Medicare recipient should do
• Updates to Medicare for 2024

There is no cost to attend this event, but seating is limited – so, reserve your seat early! A light supper will be served.

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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 - Founder - Meld Financial

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

-Mark McGarvey, Founder