Welcome to Meld Financial. Scroll through this page to find an updated list of important links to valuable content and events on our website that pertain to Wealth Management, Retirement Planning, Investing and the Economy. Through Meld University, our gift to the public, we provide articles, webinars, and live, in-person events at no cost to you.
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Join Us for Our Next Meld University Events:
The Morning Per(k)
When: Thursday, October 16th from 8 - 11:30 CDT
Where: Vestavia Country Club in Birmingham, AL
Speaker: Multiple Speakers (1 hr of CE Available)
An educational workshop for Business Owners, Finance, HR, and Benefits Executives, and other Fiduciaries.
Maximizing Your Social Security & What’s New For 2026
When: Tuesday, October 21st, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2026.
Transitioning to Medicare and What’s New for 2026
When: Tuesday, November 18th, 6:00 – 7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Medicare, including enrollment and important updates for 2026.
Recent Articles
Weekly Economic Update
October 6, 2025School of Financial Wellness
A government shutdown began. Private employment data showed job losses. A popular survey reported declining consumer confidence.
Important Year-End Dates for Employer Plan Sponsors in 2025
October 3, 2025School of Employer Plans
Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.
How to Make Retirement Income Last a Lifetime
September 25, 2025School of Saving and Investing
A sustainable financial plan includes strategies to ensure that assets generate sufficient income to fund a decades-long retirement.
Click here to visit Meld University to see all our articles.
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.
