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:
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 Financial Wellness:
Weekly Economic Update
October 20, 2025School of Financial Wellness
The government shutdown continued to delay economic data. New vehicle prices reached a record high. Gold prices hit a fresh peak.
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.
Five Types of Taxes to Factor into Your Retirement Plan
August 7, 2025School of Financial Wellness
These 5 taxes are the most common for retirees, and understanding them is the key to creating a robust tax management plan.
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.
