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, May 9th, 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. Learn what is new in 2023 and when and how to file for Social
    Security benefits to 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

    This event will be an online webinar. If you register and are unable to attend, a replay link will be provided to you within 48 hours of the event conclusion.

    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.

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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