Women & Wealth: A Practical Approach to Financial Security at Any Age
Presented by Meld University
Speaker: Olivia Hails, APMA
When: Wednesday, March 22nd 3:00 PM - 4:00 PM CDT
Where: Online Webinar
Cost: $0
Complete the Form Below to Sign Up for this webinar. You will receive a confirmation email when you sign up.
Are you looking for ways to take a more active role in controlling your financial security? Join us for this insightful seminar that puts the needs of a female investor at the forefront.
In this valuable webinar, you’ll learn about actionable and timely strategies for addressing the key challenges you face at any stage in life, whether you are preparing for retirement or in the wealth accumulation phase of your life.
Complete the Form Below to Sign Up for this webinar. You will receive a confirmation email when you sign up.
When: Tuesday, May 9th, 3:00 to 4:00 PM CDT Where: Online Webinar Speaker: Patricia L. Burris, CFP®
Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.
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.
“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”
