Presented by Meld University
Speaker:
Kyle Whittington, CFP®
President
Meld Financial
You’ve spent your entire life saving for retirement. The final few years before retirement and the first few years of retirement are critical when it comes to understanding how to position your assets to avoid an unexpected impact from the stock market.
Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs. Speaker, Kyle Whittington, CFP®, President of Meld Financial, guides you through valuable information that can help you shift to defense when the time is right.
Join Us for Our Next Meld University Events:
Articles from the School of Financial Wellness:
Weekly Economic Update
December 22, 2025School of Financial Wellness
The unemployment rate rose. The CPI report showed that inflation cooled. The NAR reported that existing home sales rose.
Year-End Financial Checklist
December 18, 2025School of Financial Wellness
This simple checklist covers the tasks that you need to complete at year-end to start the new year in a strong financial position.
Retirement Planning: How To Prepare for Lifestyle Shifts
September 4, 2025School of Financial Wellness
A successful retirement transition requires more than money. You also need to navigate lifestyle shifts and emotional hurdles.
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.
