Caregiving Circle
November 13 | 9:00 AM - 10:00 AM
Our commitment to the Merkle Retirement Planning families is that we will guide you to and through retirement. We are honored to celebrate the big…
January 7th
8:00 AM -Â 10:00 AM
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 different!
Retirement is a trip that takes some serious planning. When to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a plan for long-term care, and leaving a meaningful legacy should all be part of your retirement roadmap.
During this interactive online workshop, we experience retirement through the eyes of John and Sue. We see the decisions they have to make and some of the strategies they use to make the most of their retirement savings – including a six-figure savings tax strategy!
November 13 | 9:00 AM - 10:00 AM
Our commitment to the Merkle Retirement Planning families is that we will guide you to and through retirement. We are honored to celebrate the big…
November 12 | 9:00 AM - 10:00 AM
Our commitment to the Merkle Retirement Planning families is that we will guide you to and through retirement. We are honored to celebrate the big…
November 22 | 6:00 PM - 9:00 PM
Our Client Appreciation Event will be held at The River Center, a beautifully renovated 16,000-square-foot space near Principal Park in downtown Des Moines. We will…