Join us for a complimentary webinar:
Transitioning to Medicare
with Patricia L. Burris, CFP®
Why is Medicare so dang confusing?
Join us for a webinar hosted by Pat Burris, CFP® where she will demystify the Medicare program and share important updates for 2025.
When: April 22nd, 2025 at 3:00 Central Time
Where: Online Webinar (Attendance Requires Registration in Advance)
What to Expect
This online webinar will include an insightful presentation by Pat Burris, CFP®. She will share important information you need before applying for Medicare, which steps you need to take each year once enrolled, and what is new for 2025.
There is no cost to attend the webinar, but attendance requires registration in advance. Reserve your seat today!
Get Answers to Your Most Pressing Medicare Questions
Everyone approaching retirement and currently retired will benefit from this webinar. Pat will share valuable information for maximizing your benefits and answer common Medicare planning questions, including:
You’ll also learn:
- Why having a Health Savings Account can negatively impact your Medicare enrollment.
- Annual Enrollment – what every Medicare recipient should do.
To register for this event, complete the form below, and you will receive registration details from Zoom to the email address that you provide.
Meet Your Presenter
Patricia L. Burris, CFP®
Pat has been with Meld Financial since 1997 and she currently acts as our Social Security and Medicare Specialist.
More about Pat:
- Pat has 40+ years’ experience in the financial services industry.
- She began her career with Meld as our Vice President of Corporate and Retirement Plan Services.
- In 2021, she transitioned to a part-time consulting role, specializing in Social Security and Medicare.
- Pat has been a CERTIFIED FINANCIAL PLANNER™ since 2002.
- She attended Western New England University where she earned a B.S. in Accounting.
- Pat holds a Life and Disability Insurance license.
