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Date:

December 20th, 2023

Time:

6:00 PM - 7:00 PM

Tax Planning Online Workshop

Retirement is a mindset shift. You have to rethink everything – including taxes. This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this informative workshop!

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Online Workshops | 2023

Cartoon image of red car on a Journey to Retirement

Journey to Retirement

July 17th | 6:30 PM - 8:30 PM

You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey…

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Cartoon image of red car on a Journey to Retirement

Journey to Retirement

July 14th | 4:00 PM - 6:00 PM

You may spend days or even weeks planning a road trip, marking points of interest and popular restaurants. Your journey…

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Caregiving Circle

July 10th | 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…

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