Presented by Meld University
Speaker:
Pat Burris, CFP®
Vice President, Corporate and Retirement Plan Services
Meld Financial
Social Security is far more complicated than people expect and using the right filing strategy can mean thousands of dollars of retirement income. Knowing when and how to file for Social Security benefits may also help you determine the best time to retire.
During this 1 hour webinar, we will present strategies aimed to help you:
- Determine how your benefits are calculated
- Consider factors to use in deciding when to apply
- Decide when it makes sense to delay receiving your benefits — and when it does not
- Coordinate benefits with your spouse
- See if you can file on your ex-spouse’s, or deceased spouse’s, record
- Coordinate Social Security with your other sources of retirement income
Join Us for Our Next Meld University Events:
Articles from the School of Social Security and Medicare:
Comparing SSI, SSDI, and Social Security Retirement Benefits
January 27, 2026School of Social Security & Medicare
The Social Security program offers three main types of benefits, each with their own qualification criteria and maximum payments.
Is Your Attained-Age Medigap Plan Ruining Your Budget? A Case Study
November 25, 2025School of Social Security & Medicare
Attained-age Medigap plans often have a lower initial cost than other options, but premium increases can derail your budget.
Medicare Premiums and Coinsurance in 2026
November 20, 2025School of Social Security & Medicare
The CMS recently announced Medicare premiums, deductibles, and coinsurance for 2026, along with Part B and D IRMAA amounts.
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.
