Meld Spring Sponsorships and Webinars Announced

School of Meld News

A microphone sitting in front of an auditorium.

At Meld Financial, investing in our community is a top priority, so each year we select several local organizations and events to support. We also curate complimentary workshops to help you prepare for a successful retirement and better understand your finances.

We are pleased to announce our Spring 2024 events. Take a look at the list of sponsored and hosted events that we have planned for the next few months – and please join us if you can!

Sponsored Events Supporting Vestavia Hills Schools

Education is a cause close to our hearts, especially as we watch our children grow and develop in local schools. Our president, Kyle Whittington, currently sits on the Vestavia Hills Board of Education and the Meld team will be sponsoring three events in support of local schools this spring.

Bids & Bites in Support of Vestavia Hills Elementary West PTO

We are proud to have sponsored the popular Bourbon Toss event once again at the annual Bids & Bites event to support Vestavia Hills Elementary West PTO. The event was held on February 2nd at the Park Crest Event Facility and our team enjoyed a fun night with delicious food and a silent auction.

Raising the Ridge in Support of Vestavia Hills Elementary Dolly Ridge PTO

You’ll find the Meld team at the Raising the Ridge event on February 9th to support the Vestavia Hills Elementary Dolly Ridge PTO. We are thrilled to be a Diamond Level Sponsor for this event and look forward to participating in the casino night. If gambling isn’t for you, the event will also include a silent auction, tipsy toss, and a permanent jewelry booth. You can find more about the event and buy tickets on the PTO website.

Dinner & Diamonds in Support of Vestavia Hills City Schools Foundation

The Dinner & Diamonds event hosted by the Vestavia Hills City Schools Foundation always provides an enjoyable evening as well as an opportunity to support our local schools. We are proud to be a Sapphire Level Sponsor of this event and hope to see you there on February 24th at the Vestavia Country Club. Find more information about the event and buy tickets on the foundation website.

Join Us for the Shamrock Shindig to Support the Arc of Central Alabama

Meld will be a Clover level sponsor at the annual Shamrock Shindig to support the Arc of Central Alabama. The event will raise money to support people with intellectual and developmental disabilities.

The shindig will feature live music, drinks, delicious food, and prizes. We hope you will join us on March 15th for this fun night to support a worthy cause! You can learn more about the event and buy tickets on the Arc website.

Supporting Vestavia Hills Sunrise Rotary Club’s First Responders Celebration

Our team is happy to sponsor the Vestavia Hills Sunrise Rotary Club’s 14th Annual First Responders Celebration on May 4th. This annual event takes place on the lawn of Vestavia Hills City Hall to celebrate the police department, fire department, and their families.

The celebration will feature a shrimp boil, live music, inflatables, and door prices. The funds raised from this event help support the Vestavia Hills police and fire departments as well as scholarships for first responders and their families.

Find Us at The Porsche Club of America High Performance Driver Education Events

Meld’s Michael Guilsher will be supporting three driver education events hosted by the Alabama region of the Porsche Club of America. The events will be held on March 22nd – 23rd, June 15th – 16th, and September 28th – 29th at the Barber Motorsports Park in Birmingham.

The weekend events cater to all types of drivers from novice to expert – and viewing is free so there’s fun for everyone! Find additional information and sign up on the PCA website.

Dispose of Your Sensitive Documents and Support Children’s of Alabama at Our Annual Shredding Event

Each year, we host an event that allows you to securely dispose of your sensitive documents and help bring joy to a child at Children’s of Alabama. We hope you’ll join us for our 9th annual shredding event to protect your personally identifiable information and support a great cause.

The event will be held at our office on April 20th. We hope to see you there with your secure documents and a donation for Children’s of Alabama! Learn more about the event here.

Join Us for Two Retirement Planning Webinars

In addition to supporting our community, we strive to provide educational opportunities for our current and future clients. We do this through articles on topics that mean the most to you and educational events hosted by our experienced advisors.

Our resident Social Security and Medicare specialist, Pat Burris, will host two webinars this spring. These events will be beneficial for all people planning for or enjoying retirement.

Maximizing Your Social Security Income and What’s New in 2024

On March 12th, Pat will host her first webinar of the year: Maximizing Your Social Security Income and What’s New in 2024. Her insightful presentation will answer your most pressing questions about Social Security including:

  • What’s new with Social Security for 2024?
  • How are Social Security benefits calculated?
  • Who qualifies for spousal and survivor benefits?
  • Will your Social Security benefits be taxed?
  • When should you apply for benefits?

There is no cost to attend the webinar, but you must register in advance. Learn more about the event and sign up here.

Understanding Medicare and What’s New in 2024

Pat will host another webinar on April 23rd, Understanding Medicare and What’s New in 2024. In this presentation, she will cover the basics of Medicare for those who are preparing to apply and provide helpful tips if you are already enrolled in Medicare.

Some of the common questions she will answer include:

  • What’s new with Medicare in 2024?
  • Should you enroll in Medicare at age 65?
  • How do you enroll in Medicare?
  • Which is right for you – Medicare Advantage or a Medigap supplement plan?
  • How do Health Savings Accounts impact Medicare enrollment?
  • What do you need to do each year after enrollment to maximize your benefits?

The webinar is open to everyone and there is no cost to attend. However, you must register in advance. You can learn more about this educational opportunity and sign up here.

Find More Financial Education Resources at MeldU

For on-demand financial resources, be sure to check out MeldU – our hub for articles, events, and more. These resources are updated nearly every week, providing you with up-to-date information to improve your financial literacy.

If you have questions about our upcoming events, or want to discuss your financial plan, contact a member of our team today.

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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 - Founder - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Founder