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X-WR-CALDESC:Events for Merkle Retirement Planning
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SUMMARY:Journey to Retirement (Online)
DESCRIPTION: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! \nRetirement 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. \nDuring 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! \nThose 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!\n\n\n\nPresenters:\n\n\nLoren Merkle\, CFP®\, RICP®\nChawn Honkomp\, CFP®\, RICP®\, ChFC®\nClint Huntrods\, PhD\, Certified Financial Fiduciary®\nAnnaMarie Morrow\, Director of Medicare
URL:https://merkleretirementplanning.com/event/journey-to-retirement-online-6/
LOCATION:Online Workshop
CATEGORIES:Journey To Retirement,Online Workshop
ATTACH;FMTTYPE=image/png:https://merkleretirementplanning.com/wp-content/uploads/2025/05/Couple-watching-laptop_Journey-to-Retirement-Cover_with-car-4.png
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