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:
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties
When: Tuesday, October 18th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?
Navigating the Social Security & Medicare Maze
When: Tuesday, October 25th, 6:30 to 8:00 PM CDT
Where: Birmingham Botanical Gardens (In-Person Event)
Speaker: Patricia L. Burris, CFP®
Complete the Form Below to Sign Up for this Event. You will receive a confirmation email when you sign up. Join us on October 25 at the stunning Birmingham Botanical Gardens to hear from our resident Social Security and Medicare specialist Pat Burris. If you cannot attend this in-person event, be sure to sign up... Read more »
Preparing for Long-Term Care Expenses in Retirement
When: Tuesday, November 8th, 3:00 to 4:00 PM CST
Where: Online Webinar
Speaker: Blake May, J.D., CFP®
Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.
Articles from the School of Financial Wellness:
Weekly Economic Update
September 19, 2022School of Financial Wellness
Consumer prices rose slightly in August. Retail sales continued to expand. Small business optimism increased but remains low.
Preparing Your Portfolio for Retirement
August 18, 2022School of Financial Wellness
Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.
Comparing the Value of Human Advisors and Robo-Advisors
July 28, 2022School of Financial Wellness
Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.
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.
