Presented by Meld University
Speaker:
Pat Burris, CFP®
Vice President, Corporate and Retirement Plan Services
Meld Financial
As you reach age 65 you have to make one of the most complex decisions regarding your well-being, Medicare. At this event, you will learn when, how and where to enroll in Medicare and the costs associated with it. The annual steps you should take once you are covered by Medicare will also be discussed.
Key points covered at this workshop include:
- How Medicare enrollment periods work and what you need to do to avoid late enrollment penalties
- When, how and where to enroll in Medicare
- How much you can expect to pay in health care costs after going onto Medicare
- How Medicare works with private insurance to provide comprehensive coverage
- Why you must plan for higher health care costs in retirement
Join Us for Our Next Meld University Events:
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.
Articles from the School of Social Security and Medicare:
Why You Should Review Your Medicare Policy Annually
October 17, 2025School of Social Features
Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.
Comparing Attained-Age, Issue-Age, and Community-Rated Medigap Plans
August 21, 2025School of Social Security & Medicare
Medigap premiums are determined using attained-age, issue-age, or community-rated pricing systems to account for policyholder age.
How to Calculate Provisional Income (a.k.a. Combined Income)
August 14, 2025School of Social Security & Medicare
Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.
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.
