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:
Everything You Need to Know About Social Security
When: Tuesday, October 24th, 6:00 - 7:30 CDT
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover the most important aspects of Social Security including filing strategies, taxation, and updates for 2024.
Get a Better Understanding of Medicare and Learn What’s New for 2024
When: Tuesday, November 14th, 6:00 -7:30 PM CST
Where: Birmingham Botanical Gardens
Speaker: Patricia L. Burris, CFP®
This event will cover what you need to know about Medicare including when to enroll, how much it costs, and supplement options.
Articles from the School of Financial Wellness:
Weekly Economic Update
September 25, 2023School of Financial Wellness
Stocks slumped. The FOMC held interest rates steady and updated projections. Existing home sales and home builder confidence fell.
What Type of Life Insurance Do You Need?
September 21, 2023School of Financial Wellness
While the value of live insurance is clear, it can be challenging to choose the right type of policy for your family’s situation.
5 Characteristics of a Quality Wealth Manager
June 15, 2023School of Financial Wellness
Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.
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.
