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 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 February 22nd from 3:00 PM – 4:00 PM Central Time. There is no cost to attend, but you must register in advance.

Click here for more details.

Articles from the School of Social Security and Medicare:

A note pad with the words Mistakes to Avoid implying the article contains a list of social security mistakes to avoid.
The Biggest Social Security Mistakes

School of Social Security & Medicare

Social Security is a key component of most Americans’ retirement plan. Avoid these common mistakes that can reduce your benefits.

A medical professional holding a stethoscope. The circular end of the scope makes the 0 in the number 2022 meant to represent Medicare updates for 2022
2022 Medicare Premiums, Deductibles and Coinsurance Announced

School of Social Security & Medicare

CMS recently announced that Medicare Part A and Medicare Part B premiums, deductibles, and coinsurance will increase in 2022.

2022 Social Security Cost-of-Living Adjustment [COLA]
Social Security Cost-of-Living Adjustment [COLA] for 2022

School of Social Security & Medicare

The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.

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