Navigating the Social Security & Medicare Maze

Presented by Meld University

Navigating the Social Security & Medicare Maze

Speaker: Patricia L. Burris, CFP®

When: Tuesday, October 25th, 6:30 to 8:00 PM CDT

Where: Birmingham Botanical Gardens (In-Person Event)

Cost: $0

Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up.

    Join us on October 25 at the stunning Birmingham Botanical Gardens to hear from our resident Social Security and Medicare specialist Pat Burris. If you cannot attend this in-person event, be sure to sign up for our mailing list using the form below so you don’t miss our next online webinar.

    Pat has spent more than 40 years in the financial services industry and more than a decade helping clients navigate the maze of Social Security and Medicare. At this event, she will share the nuances and ‘tricks of the trade’ she’s learned during her career.

    This live event will expound on topics covered in our previous webinars and present new information to help you maximize your benefits from these government programs. Pat will explain how to prepare for Medicare and which annual tasks you need to complete once your benefits begin. As such, everyone approaching retirement or enjoying their retirement years will benefit from the information shared during this event. We look forward to seeing you in person.

    A light supper will be served at the event.

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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 - Chairman - Meld Financial

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

    -Mark McGarvey, Chairman