Join us at the beautiful Birmingham Botanical Gardens for

Maximizing Your Social Security & What’s New for 2026

with Patricia L. Burris, CFP®

Live Event: Maximizing Your Social Security And What's New for 2025

At this live educational event, Pat Burris, CFP® will answer your most common Social Security questions, give you valuable insights to maximize your benefits, and cover what’s new in 2026.


When: October 21st at 6pm
Where: Birmingham Botanical Gardens.

What to Expect

Join us on October 21st 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 for Social Security and ways to coordinate spouse (or ex-spouse) benefits. We will also cover important changes for the 2026 year.

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

How much income will you get from Social Security?

You’ll also learn:

  • The impact of receiving Social Security and continuing to work.
  • Cost of living increase and what’s new for 2026.
  • How to get a custom personalized Social Security analysis.

Reserve Your Seat Today!

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 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