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:
Maximizing Your Social Security Income
When: Tuesday, 3/11/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2025.
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
Articles from the School of Social Security and Medicare:
What Is IRMAA?
November 27, 2024School of Social Security & Medicare
High earners need to plan for additional monthly healthcare costs in retirement because of Medicare Part B and Part D IRMAA.
Medicare Premiums and Coinsurance in 2025
November 18, 2024School of Social Security & Medicare
The Centers for Medicare & Medicaid Services recently announced the costs for Medicare premiums and coinsurance in 2025.
2025 Social Security COLA Announced
October 11, 2024School of Social Security & Medicare
The Social Security Administration recently announced the 2025 Cost-of-Living Adjustment, better known as the annual COLA.
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.
