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

Presented by Meld University

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:

Women & wealth: A Practical Approach to Financial Security at Any Age. Live Webinar hosted by Meld.
Women & Wealth: A Practical Approach to Financial Security at Any Age

Do you want to take a more active role in your financial security? Join us for a seminar that focuses on the needs of the female investor.

Meld Financial - Shred It - Event benefiting Children's Hospital of Alabama
Shred-It to Benefit Children’s Hospital of Alabama

Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.

Security Filing Strategies
Social Security: What You Need to Know to Maximize Your Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.

Articles from the School of Social Security and Medicare:

Medicare Enrollment typed on a page that is paper clipped to more pages.
Changes to Medicare Start Dates in 2023

School of Social Security & Medicare

Medicare has closed important coverage gaps for those who sign up during the Initial Enrollment or General Enrollment period.

Social Security Cost of Living Adjustment
2023 Social Security Cost of Living Adjustment [COLA] Announced

School of Social Security & Medicare

The 2023 Social Security Cost of Living Adjustment [COLA] has been released. The increase is the largest since 1981.

Retirees are reviewing their Medicare policy with a financial advisor.
Why You Should Review Your Medicare Policy Annually

School of Social Security & Medicare

Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.

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 - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman