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:
Everything You Need to Know About Social Security
When: Tuesday, October 24th, 6:00 - 7:30 CDT
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.
Get a Better Understanding of Medicare and Learn What’s New for 2024
When: Tuesday, November 14th, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.
Articles from the School of Social Security and Medicare:
Do You Qualify for Social Security Spousal Benefits?
September 7, 2023School of Social Security & Medicare
If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.
How Medicare Impacts HSA Contributions
August 17, 2023School of Social Security & Medicare
Health Savings Accounts are useful in many situations, but they have important limitations once you are covered by Medicare.
Medigap vs Medicare Advantage Plans
June 29, 2023School of Social Security & Medicare
Medigap and Medicare Advantage plans help to cover the healthcare costs that Medicare Part A and Part B do not cover.
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.
