Join us at the beautiful Birmingham Botanical Gardens for

Transitioning to Medicare

And What’s New for 2025

with Patricia L. Burris, CFP®

Transitioning to Medicare and What’s New for 2025

Why is Medicare so dang confusing?

Join us for a live educational event hosted by Pat Burris, CFP® where she will demystify the Medicare program and share important updates for 2025.

When: November 12, 2024, at 6 pm Central Time

Where: Birmingham Botanical Gardens

What to Expect

Join us on November 12th at the beautiful Birmingham Botanical Gardens for a light supper and an insightful presentation by Pat Burris, CFP®.  She will share important information you need before applying for Medicare, which steps you need to take each year once enrolled, and what is new for 2025.

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 Medicare Questions

What's new with Medicare for 2025?

You’ll also learn:

  • How much you can expect to pay after going on Medicare.
  • Why having a Health Savings Account can negatively impact your Medicare enrollment.
  • Annual Enrollment – what every Medicare recipient should do.

Reserve Your Seat 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 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