Social Security: What You Need to Know to Maximize Your Retirement Income (On-Demand)

Presented by Meld University

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 live Meld University Event:

Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties presented by Pat Burris, CFP®. The webinar will be held on October 12th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

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The Social Security Windfall Elimination Provision [WEP] and Government Pension Offset [GPO] rules can impact your retirement plan.

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When am I Eligible for Medicare Benefits?

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Medicare eligibility is tricky, but it has become even more complicated for those taking time off work due to the pandemic.

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.

Mark McGarvey - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman