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 20th, 3:00 to 4:00 PM CST

Where: Online Webinar

Cost: $0

    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 2022 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.

      Attend Another Event

      medicare and managing health care expenses in retirement
      Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties

      Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?

      Navigating the Social Security & Medicare Maze
      Navigating the Social Security & Medicare Maze

      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... Read more »

      Preparing For Long Term Care Expenses in Retirement
      Preparing for Long-Term Care Expenses in Retirement

      Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.

      Trending Articles

      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.

      Weekly Economic Update presented by Meld University
      Weekly Economic Update

      School of Financial Wellness

      Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.

      A desk with a calculator, glasses, money and 3 blocks with IRA, 401k and ROTH written on them. These are meant to represent a guide to the many different kinds of retirement plans.
      Retirement Accounts: A Comprehensive Guide

      School of Saving and Investing

      There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.

      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