Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties (On-Demand)

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:

Meld logo, Children's of Alabama logo, Secure log with the dates and time of the Annual Shred-It event.
10th Annual: Document Shredding to Benefit Children’s Hospital of Alabama

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:

A reduction in social security benefits symbolized by a dollar sign in front of a down arrow.
4 Factors That Can Reduce Your Social Security Benefits

School of Social Features

These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.

A woman contemplating when to claim Social Security benefits.
When Should You Claim Social Security Benefits?

School 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.

A portion of an American Flag and a letter from the Social Security Administration with the words “Important Information” written on it.
Social Security Fairness Act Increases Benefits for Some Public Employees

School 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.

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