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:
Articles from the School of Social Security and Medicare:
Is Your Attained-Age Medigap Plan Ruining Your Budget? A Case Study
November 25, 2025School of Social Security & Medicare
Attained-age Medigap plans often have a lower initial cost than other options, but premium increases can derail your budget.
Medicare Premiums and Coinsurance in 2026
November 20, 2025School of Social Security & Medicare
The CMS recently announced Medicare premiums, deductibles, and coinsurance for 2026, along with Part B and D IRMAA amounts.
2026 Social Security COLA Announced
October 24, 2025School of Social Security & Medicare
The Social Security Administration recently announced the 2026 Cost of Living Adjustment, which will take effect in January.
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.
