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:
Maximizing Your Social Security Income
When: Tuesday, 3/11/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2025.
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
Articles from the School of Social Security and Medicare:
What Is IRMAA?
November 27, 2024School of Social Security & Medicare
High earners need to plan for additional monthly healthcare costs in retirement because of Medicare Part B and Part D IRMAA.
Medicare Premiums and Coinsurance in 2025
November 18, 2024School of Social Security & Medicare
The Centers for Medicare & Medicaid Services recently announced the costs for Medicare premiums and coinsurance in 2025.
2025 Social Security COLA Announced
October 11, 2024School of Social Security & Medicare
The Social Security Administration recently announced the 2025 Cost-of-Living Adjustment, better known as the annual COLA.
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.
