Join us for our next Meld University webinar, Defense Wins Retirement: Shifting Your Strategy from Growth to Income on August 25th from 3:00 – 4:30 PM CDT with speaker Kyle Whittington, CFP®.
Whitney joined Meld Financial in 2015 and provides administrative support to everyone in the firm. She manages the servicing of client accounts, and manages Meld Financial’s social media channels.
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.
Time: 20 Minutes
Cost: $0
Time: 1 Hour
Cost: $0
