Join us for a complimentary webinar:
Understanding Medicare and What’s New in 2024
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 2024.
When: April 23rd, 2024 at 3:00 Central Time (concluded)
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 2024.
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.
This event has concluded, but you can view a replay by completing the following form. A link to the replay will be emailed to the address 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 FINRA 7 and 63 securities licenses and a Life and Disability Insurance license.
