Join us at the beautiful Birmingham Botanical Gardens for
Everything You Need to Know About Social Security
And What’s New for 2025
with Patricia L. Burris, CFP®
At this live educational event, Pat Burris, CFP® will answer your most common Social Security questions and give you valuable insights to maximize your benefits.
When: October 22 at 6pm
Where: Birmingham Botanical Gardens.
What to Expect
Join us on October 22nd at the beautiful Birmingham Botanical Gardens for a light supper and an insightful presentation by Pat Burris, CFP®. At this event, you will learn important information to consider before applying and ways to coordinate spouse (or ex-spouse) benefits.
There is no cost to attend, but seating is limited. Attendance requires registration in advance, so reserve your seat today.
Get Answers to Your Most Pressing Social Security Questions
You’ll also learn:
- The impact of receiving Social Security and continuing to work.
- Cost of living increase and what’s new for 2025.
- How to get a custom personalized Social Security analysis.
Reserve Your Seat Today!
Meet Your Presenter
Patricia L. Burris, CFP®
Pat has been with Meld Financial since 1997 and she currently acts as our Social Security and Medicare Specialist.
More about Pat:
- Pat has 40+ years’ experience in the financial services industry.
- She began her career with Meld as our Vice President of Corporate and Retirement Plan Services.
- In 2021, she transitioned to a part-time consulting role, specializing in Social Security and Medicare.
- Pat has been a CERTIFIED FINANCIAL PLANNER™ since 2002.
- She attended Western New England University where she earned a B.S. in Accounting.
- Pat holds a Life and Disability Insurance license.
