Presented by Meld University
Speaker:
Pat Burris, CFP®
Vice President, Corporate and Retirement Plan Services
Meld Financial
Learn the basics of Social Security and Medicare and the changes expected to these programs in the upcoming year, including cost of living increases and what the affect will be on your benefits and taxable income. A look at what reform proposals are being considered and how a divided Congress might deal with Social Security and Medicare will also be addressed.
Join Us for Our Next Meld University Events:
The Morning Per(k)
When: Thursday, October 16th from 8 - 11:30 CDT
Where: Vestavia Country Club in Birmingham, AL
Speaker: Multiple Speakers (1 hr of CE Available)
An educational workshop for Business Owners, Finance, HR, and Benefits Executives, and other Fiduciaries.
Maximizing Your Social Security & What’s New For 2026
When: Tuesday, October 21st, 6:00 -7:30 PM CST
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 2026.
Transitioning to Medicare and What’s New for 2026
When: Tuesday, November 18th, 6:00 – 7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Medicare, including enrollment and important updates for 2026.
Articles from the School of Social Security and Medicare:
Comparing Attained-Age, Issue-Age, and Community-Rated Medigap Plans
August 21, 2025School of Social Security & Medicare
Medigap premiums are determined using attained-age, issue-age, or community-rated pricing systems to account for policyholder age.
How to Calculate Provisional Income (a.k.a. Combined Income)
August 14, 2025School of Social Security & Medicare
Your provisional income determines if Social Security benefits are taxable, so it is important to know how to calculate this figure.
Social Security Claiming Strategies for High Earners
July 24, 2025School of Social Security & Medicare
These 5 Social Security claiming strategies can help high earners balance their income, assets, and estate planning needs.
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.
