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:
Maximizing The Benefit of Your Charitable Contributions
May 7, 2026School of Financial Wellness
The method you use to donate to charity should maximize the benefit to your chosen organization and your tax return.
Weekly Economic Update
May 4, 2026School of Financial Wellness
The Fed held rates steady. PCE inflation and GDP updates were released. The US began escorting ships through the Strait of Hormuz.
Rising Oil Prices and Your Portfolio
April 9, 2026School of Financial Wellness
Rising oil prices can impact your stocks, bonds, and cash holdings as well as the overall economic outlook.
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.
