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:
Transitioning to Medicare
When: Tuesday, 4/22/25 from 3 – 4 PM CST
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Medicare webinar will cover Medicare enrollment, supplement plans, strategies for maximizing benefits, and 2025 program updates.
10th Annual: Document Shredding to Benefit Children’s Hospital of Alabama
When: Saturday, April 26th, 9:00 AM - 12:00 PM
Where: Meld Financial Office
Speaker: N/A
Meld Financial will be hosting our 10th annual Shred-It event on April 26th to benefit the Children’s Hospital of Alabama.
Articles from the School of Social Security and Medicare:
When Should You Claim Social Security Benefits?
March 6, 2025School of Social Security & Medicare
Your Social Security claiming strategy is one of the most important parts of your retirement plan as it impacts lifetime income.
Social Security Fairness Act Increases Benefits for Some Public Employees
January 23, 2025School of Social Security & Medicare
The Social Security Fairness Act eliminated some provisions that reduced benefits for people who worked in the public sector.
What Is IRMAA?
November 27, 2024School of Social Security & Medicare
High earners need to plan for additional monthly healthcare costs in retirement because of Medicare Part B and Part D IRMAA.
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.
