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:
10th Annual: Document Shredding to Benefit Children’s Hospital of Alabama
When: Saturday, April 26th, 9:00 AM - 12:00 PM
Where: Meld Financial Office
Speaker: N/A
Meld Financial will be hosting our 10th annual Shred-It event on April 26th to benefit the Children’s Hospital of Alabama.
Articles from the School of Social Security and Medicare:
4 Factors That Can Reduce Your Social Security Benefits
April 10, 2025School of Social Features
These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.
When Should You Claim Social Security Benefits?
March 6, 2025School of Social Security & Medicare
Your Social Security claiming strategy is one of the most important parts of your retirement plan as it impacts lifetime income.
Social Security Fairness Act Increases Benefits for Some Public Employees
January 23, 2025School of Social Security & Medicare
The Social Security Fairness Act eliminated some provisions that reduced benefits for people who worked in the public sector.
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.
