Join us for a complimentary webinar:

Maximizing Your Social Security Income and What’s New in 2024

with Patricia L. Burris, CFP®

Dice sitting on Social Security cards.

At this live webinar, Pat Burris, CFP® will answer your most common Social Security questions and give you valuable insights to maximize your benefits.

When: March 12th, 2024 at 3:00 Central Time

Where: Online Webinar (Attendance Requires Registration in Advance)

What to Expect

Join us online March 12th for an insightful presentation by Pat Burris, CFP®. There is no cost to attend the webinar, but attendance requires registration in advance.

Get Answers to Your Most Pressing Social Security Questions

The filing decisions you make about Social Security benefits have a life-long impact on your and your spouse’s retirement income. In this webinar, Pat will answer your most pressing Social Security questions, including:

Should you apply at age 62 or wait? Learn your Social Security Full Retirement Age and how it impacts your benefits.
How much income will you get from Social Security? Learn how Social Security benefits are calculated.

You’ll also learn:

  • The impact of receiving Social Security and continuing to work.
  • Cost of living increase and what’s new for 2024.
  • How to get a custom personalized Social Security analysis.

There is no cost to attend. Attendance requires registration in advance, so reserve your place today.

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Meet Your Presenter
Patricia L. Burris, CFP®

Patricia L. Burris, CFP® Vice President Corporate & Retirement Plan Services at Meld Financial

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 FINRA 7 and 63 securities licenses and a Life and Disability Insurance license.

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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