Attend This Event

Savvy Social Security Planning for Baby Boomers

Presented by Meld University

Speaker: Patricia Burris, CFP, Meld Financial
When: Tuesday, June 12th from 5:45 to 7:30 PM
Where: EBSCO Industries, 5724 Hwy. 280 East, B’ham AL 35242

Presented by Pat Burris, CFP®, this informative seminar covers the basics of Social Security and reveals innovative strategies for putting all the pieces together to maximize your benefits.

At this workshop you will learn:

  • How your benefits are calculated
  • Factors to consider in deciding when to apply
  • When it makes sense to delay benefits — and when it does not
  • How to coordinate benefits with your spouse
  • When you can file on your ex-spouse’s, or deceased spouse’s, record

Coordinating Social Security with your other sources of retirement income

All events are for educational purposes only; no products or services will be sold.

Securities Offered Through Triad Advisors, LLC Member FINRA/SIPC

Advisory Services Offered Through Meld Financial Inc.

Meld Financial Inc. and Triad Advisors, LLC Are Not Related