Journey to Retirement (In-Person)
February 17 | 6:00 PM - 8:00 PM
Join us for Journey to Retirement, an eye-opening and interactive workshop designed to help you gain clarity, control, and confidence in your retirement planning. Follow…
Date:
January 20th
Time:
6:00 PM - 8:00 PM
Location:
District 36 Wine Bar & Grille
1375 SW Vintage Pkwy
Ankeny, IA 50023 United States
Dinner Workshop
You’ve worked tirelessly for 20-30 years to create the retirement you’ve always imagined. Now, as you approach this milestone, there’s a whole new set of challenges awaiting you. Retirement planning isn’t just about finances; it’s about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating these choices can be overwhelming. Please join retirement planner, Clint Huntrods, PhD, for an informative dinner workshop designed to demonstrate the importance of creating a comprehensive retirement plan to give you confidence going into retirement.
During the presentation, you’ll learn about:
- Investment Strategy Insights
- Strategic Retirement Income Planning
- Proactive Retirement Tax Planning
- Navigating Uncertainties in Retirement
Meet Your Presenter:
Register For This Event
In-Person Workshops
Lunch & Learn with Charlie Bottenberg
February 12 | 12:00 PM - 1:00 PM
Join us for our February 12th Lunch & Learn at Merkle Retirement Planning, where guest presenter Estate Planning Attorney Charlie Bottenberg of Brick Gentry P.C….
Journey to Retirement (Online)
January 22 | 6:00 PM - 8:00 PM
You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey to retirement should be no…