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
July 7, 2026School of Financial Wellness
Job growth slowed and the unemployment rate declined. Crude oil prices dropped. Domestic manufacturing expansion cooled.
Retirement Planning Resource Guide
July 2, 2026School of Financial Wellness
A complete guide to the resources behind a strong retirement plan, from saving and investing to tax and estate planning.
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.
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.
