Social Security Educational Webinar Exclusively for CPAs & Attorneys

Presented by Meld University

A social security card with the words "Free CPE / CLE Webinar" in place of the name

Speaker: Patricia L. Burris, CFP®

When: Tuesday, August 17, 2021 at 3:00 - 4:00 PM

Where: Online Webinar

Cost: $0

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

    Earn 1.2 CPE and/or 1 CLE credits by joining us for a free educational webinar, Social Security Planning:  What Attorneys and CPAs Need to Know About Rules & Claiming Strategies.

    Since 2013 Pat Burris has helped many CPAs and Attorneys make informed Social Security and Medicare decisions for themselves and their clients.  Join us for these webinars designed specifically for legal and financial professionals, earn CLE/CPEs and  learn how to help your clients make sure they get the right benefits at the right time.

    Social Security is far more complicated than people expect. The decisions your clients make now can have a tremendous impact on their retirement and financial well-being. In addition to gaining valuable insights on what you need to now to effectively help your clients, you will learn:

    • How benefits are calculated
    • Factors your clients need to consider when deciding when to apply for benefits
    • Innovative spousal claiming strategies designed to give your clients extra income
    • How widows and widowers can coordinate spousal benefits with their own to maximize benefits
    • The impact on income if your client claims Social Security before full retirement age and continues to work

    Each course has been approved for 1.0 hours CLE by the Alabama Bar Association and 1.2 hours of business related CPE by the Alabama State Board of Public Accountancy.

    CLE for Attorneys:  If you provided your Alabama State Bar number, Meld Financial will report your attendance to the Regulatory Department of the Alabama State Bar. 

    CPE for CPAs:  This program is designed and administered to qualify for the noted hours of credit. However, each participant is responsible for self-reporting and claiming credit only for the actual hours of attendance.

    There is no cost to register, but you must reserve your place to attend the event.

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

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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