Embracing Grief Group
July 08 | 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…
Date:
June 25th
Time:
6:00 PM - 8:00 PM
Journey to Retirement (Online)
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!
Those who sign-up will receive a copy of our Journey to Retirement Workbook filled with extra information, room to take notes, and retirement strategies you’ve probably never thought of before!
Register For This Event
Online Workshops | 2023
Caregiving Circle
July 09 | 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…
Healing Hearts Widow Group | Candle and Perfume Making
July 17 | 3:00 PM - 5:00 PM
If you are a widow looking for companionship and understanding, we invite you to join our newest Lifestyle group, Healing Hearts. This group is designed…