Spring 2025 Sponsorships, Events, And Webinars

School of Meld News

A calendar with a pin marking an important date and the words “Spring 2025 Events”

At Meld Financial, community support is a top priority for our organization and for each member of our team. Our commitment includes identifying local organizations that enrich our community and helping them to achieve their goals. We also host complimentary educational events to help you prepare effectively for retirement.

We are excited to announce the events that we will be hosting and sponsoring throughout the Spring of 2025. We hope that you can join us in support of great causes and take the time to meet our team while furthering your financial knowledge.

Here’s some details about each event:

Dinner and Diamonds Benefitting the Vestavia Hills City Schools Foundation

When: March 1st, 7 – 11 pm

Where: Vestavia Country Club

Tickets & Info: Vestavia Hills City Schools Foundation Website

On March 1st, the Vestavia Hills City Schools Foundation will hold their 19th annual Dinner & Diamonds event – and we are a proud sponsor once again. The event always promises an exciting evening filled with delicious food, great entertainment, and both silent and live auctions.

Shoot Down Colon Cancer Charity Clay Shoot

When: March 1st, 8 am

Where: Lower Wetumpka Shotgun Sports Club

Info: Lower Wetumpka Shotgun Sports Club Website

Also on March 1st, the Shoot Down Colon Cancer Charity Clay Shoot will be held at the Lower Wetumpka Shotgun Sports Club. Last year the event raised over $12,000 for two charities and the organizers hope to raise even more this year.

The Shamrock Shindig to Support the Arc of Central Alabama

When: March 14th, 6 – 9 pm

Where: B&A Warehouse

Tickets & Info: GiveSmart

The Arc of Central Alabama’s Junior Board will host the annual Shamrock Shindig on March 14th. This event promises an exciting evening filled with delicious food, beverages, live music from the Divines, a photo selfie mirror, a balloon drop, and tons of prizes.

Palate & Palette Hosted by The Young Supporters Board of the O’Neal Comprehensive Cancer Center

When: April 24th, 6:30 pm

Where: The Fennec

Tickets & Info: UAB Website

On April 24th, the Young Supporters Board of the O’Neal Comprehensive Cancer Center will hold the Palate and Palette event at The Fennec. This unique experience celebrates Birmingham’s on-the-rise talent and will feature 8 local chefs, 8 talented artists, and a variety of musicians.

Heights Hangout Benefitting the Beautification of Cahaba Heights

When: April 27th, 2 – 7 pm

Where: The Heights Village

Info: Vestavia Hills Website

On April 27th, the Cahaba Heights Merchants Association will hold the Annual Heights Hangout to benefit the ongoing beautification of Cahaba Heights. The event will feature live music, a kid’s zone, pop-up shops, sponsor booths and more.

Children’s Of Alabama Golf Tournament

When: May 29th

Where: Greystone Golf & Country Club

Info: Children’s Of Alabama Website

We hope to see you at the Children’s of Alabama Golf Tournament on May 29th. This event will be held at the Greystone Golf and Country Club and feature a round of golf followed by a Party on the Patio.

Meld Events in Spring 2025

Our team will offer two educational webinars this spring as well as our annual Shredding Event. Here’s what you need to know to attend each of these events:

Online Webinar: Maximizing Your Social Security Income

When: March 11th, 3 pm

Where: Online Webinar

Host: Pat Burris

Info: Meld Website

Our annual Social Security webinar hosted by our resident Social Security specialist, Pat Burris, CFP®, will be held on March 11th. During her presentation, Pat will answer your most pressing Social Security questions including:

  • How much income will you get from Social Security?
  • Will your Social Security income be taxed?
  • Do you qualify for spousal or survivor benefits?
  • Should you apply for Social Security at age 62?

She will also cover the impact of receiving Social Security while continuing to work, the Cost-of-Living Adjustment and what’s new for 2025, and how to get a personalized Social Security analysis.

There is no cost to attend the event, but you must register in advance to save your seat.

Online Webinar: Transitioning to Medicare

When: April 22nd, 3 pm

Where: Online Webinar

Host: Pat Burris

Info: Meld Website

Pat will host another webinar on April 22nd called Transitioning to Medicare. At this event, she will demystify the Medicare program and share important updates for 2025.

Pat’s insightful presentation will be valuable for those who are already receiving Medicare benefits and those who have yet to sign up. She will answer common Medicare questions including:

  • Is Medicare Advantage or Medigap right for you?
  • Should you enroll in Medicare at age 65?
  • How do you enroll in Medicare?
  • What’s new with Medicare for 2025?
  • What do Medicare recipients need to do each year?
  • How does a Health Savings Account impact your Medicare enrollment?

The webinar is complimentary, but you must register in advance to attend.

Annual Shredding Event to Benefit Children’s of Alabama

When: April 26th, 9 am

Where: Meld Financial

Info: Meld Website

Saturday, April 26th, we will hold our 10th annual Shredding Event to benefit Children’s of Alabama. We ask that you bring a donation for the children at the hospital along with your secure documents for shredding.

Visit the Children’s Wish List for suggested donations.

Further Your Financial Education with MeldU

We hope that you can join us for an educational event this Spring. If you are looking for valuable information today, be sure to check out our hub for on-demand resources – MeldU. We publish new information nearly every week to help you improve your financial literacy.

To discuss our resources, upcoming events, or 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