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:
How to Use Your Home Equity to Improve Your Financial Position
September 9, 2026School of Financial Wellness
The four ways to convert home equity into usable money, covering HELOCs, cash-out refinancing, downsizing, and reverse mortgages.
Weekly Economic Update
September 8, 2026School of Financial Wellness
Stocks finished mixed. Hiring rebounded in August. Manufacturing and services both expanded. The U.S. trade deficit widened.
The Hidden Cost of Consulting Into Retirement
August 5, 2026School of Financial Wellness
Consulting work during the transition into retirement affects self-employment tax, Medicare premiums, and health insurance costs.
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.
