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:
Comprehensive Guide to Medicare
June 26, 2026School of Social Security & Medicare
Medicare provides health coverage for a majority of retired Americans. This resource guide contains everything you need to know.
Everything You Need to Know About Social Security
April 17, 2026School of Social Security & Medicare
Social Security provides a guaranteed source of income for many retirees, but maximizing benefits requires careful planning.
Comparing SSI, SSDI, and Social Security Retirement Benefits
January 27, 2026School of Social Security & Medicare
The Social Security program offers three main types of benefits, each with their own qualification criteria and maximum payments.
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.
