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:
Articles from the School of Social Security and Medicare:
4 Factors That Can Reduce Your Social Security Benefits
April 10, 2025School of Social Features
These 4 factors can reduce your Social Security benefits. Preparing for them can help you maximize your retirement income.
When Should You Claim Social Security Benefits?
March 6, 2025School 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.
Social Security Fairness Act Increases Benefits for Some Public Employees
January 23, 2025School 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.
