Loading Events
man sitting in audience at a presentation with a presenter and large screen in the background

Date:

May 13th

Time:

6:00 PM - 8:00 PM

Journey To Retirement In-Person

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 a hypothetical couple as they navigate key retirement decisions and uncover how a comprehensive plan can help you retire on your terms. 

 

Led by Retirement Planner Clint Huntrods and Director of Medicare & Long-Term Care AnnaMarie Morrow, this complimentary workshop dives into the five important topics retirees must address. 

 

What You’ll Learn: 

  • Turning Savings into Income – See how to build a plan for reliable, long-term income, so your lifestyle doesn’t have to skip a beat. 
  • Reducing Retirement Taxes – Discover how smart tax strategies save our hypothetical couple $140,000 off their retirement tax bill. 
  • Managing Market Risk – See how to create an investment portfolio insulated from market volatility. 
  • Planning for Health Care and Long-Term Care – Understand your options and how to prepare for rising medical costs. 
  • Building Your Custom Retirement Plan – Explore how to build a comprehensive retirement plan that supports your retirement dreams 

Bonus: Your Complimentary Workbook
Every attendee will receive a Journey to Retirement workbook, packed with retirement insights, note-taking space, actionable steps, and more resources to support your planning process. 

 

Seats are limited! Reserve your spot today and take the first step toward a retirement you can look forward to. 

Register For This Event

Man speaking to a crowd with a presentation showing stock market image behind him

Midyear Market Update with Jeremy Lyons

June 19 | 12:00 PM - 1:00 PM

Join Retirement Planner Jeremy Lyons on Thursday, June 19th, at noon at Merkle Retirement Planning for our annual Midyear Market Update. Jeremy will break down…

Read More
man sitting in audience at a presentation with a presenter and large screen in the background

Journey To Retirement In-Person

May 13 | 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…

Read More
yellow tulips against a blue sky with a yellow and black butterfly flying among them

Healing Hearts

May 21 | 6:00 PM - 9:00 PM

Healing Hearts is a new lifestyle group designed for women navigating life after the loss of a spouse. This group offers emotional support, social connections,…

Read More
Call Now Button