Social Security: What You Need to Know to Maximize Your Retirement Income

Presented by Meld University

Security Filing Strategies

Speaker: Patricia L. Burris, CFP®

When: Tuesday, September 21st, 3:00 to 4:00 PM CDT

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.

    Social Security is far more complicated than people expect and using the right filing strategy can mean thousands of dollars of retirement income. Knowing when and how to file for Social Security benefits may also help you determine the best time to retire.

    The event will be held as an online webinar.

    At this workshop we will present strategies aimed to help you:

    • Determine how your benefits are calculated
    • Consider factors to use in deciding when to apply
    • Decide when it makes sense to delay receiving your benefits — and when it does not
    • Coordinate benefits with your spouse
    • See if you can file on your ex-spouse’s, or deceased spouse’s, record
    • Coordinate Social Security with your other sources of retirement income

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

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

      Attend Another Event

      A social security card with the words "Free CPE / CLE Webinar" in place of the name
      Social Security Educational Webinar Exclusively for CPAs & Attorneys

      Learn some of the nuances with Social Security at the 1-hour CPE/CLE educational webinar exclusively for CPAs and Attorneys, hosted by Meld Financial.

      DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

      Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

      Medicare for CPAs and Attorneys - Earn Free CPE / CLE Credit
      Medicare Educational Webinar Exclusively for CPAs & Attorneys

      Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.

      Trending Articles

      Weekly Economic Update presented by Meld University
      Weekly Economic Update

      School of Financial Wellness

      COVID-19 cases rising. Earnings season reveals more positive results. Housing market shows signs of slowing.

      Wealth managers are key to your investment strategy.
      5 Characteristics of a Quality Wealth Manager

      School of Financial Wellness

      Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.

      Security Filing Strategies
      What is Your Social Security Full Retirement Age and Why It Matters?

      School of Social Security & Medicare

      The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).

      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