Event Series Investment Planning Online Workshop

Health Care Planning Online Workshop

Online Workshop

Retirement is a mindset shift. You have to rethink everything – including health care. After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn four approaches to funding long-term care. Plus, you’ll be able to ask questions during the workshop!

Event Series Dinner Workshop

Dinner Workshop

District 36 Wine Bar & Grille 1375 SW Vintage Pkwy, Ankeny, IA, United States

Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Clint Huntrods will discuss how to build a recession resistant portfolio, make the most of Social Security, and decrease your tax bill in retirement. All attendees will receive a complimentary copy of […]

Event Series Investment Planning Online Workshop

Health Care Planning Online Workshop

Online Workshop

Retirement is a mindset shift. You have to rethink everything – including health care. After watching this online workshop, you’ll reconsider waiting until 65 to retire, understand cost-saving Medicare strategies, and learn four approaches to funding long-term care. Plus, you’ll be able to ask questions during the workshop!

Event Series Lunch & Learn

Planning Your Legacy with Attorney Charlie Bottenberg

Merkle Retirement Planning 1860 SE Princeton Drive, Grimes, IA, United States

Developing a legacy plan can ensure your wishes are fulfilled and give you peace of mind in retirement. Join us Thursday, October 26th at Noon for a complimentary Lunch & Learn led by attorney Charlie Bottenberg. This is an excellent opportunity to hear directly from an estate planning professional about the difference between a will […]

Event Series Dinner Workshop

Dinner Workshop

District 36 Wine Bar & Grille 1375 SW Vintage Pkwy, Ankeny, IA, United States

Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Clint Huntrods will discuss how to build a recession resistant portfolio, make the most of Social Security, and decrease your tax bill in retirement. All attendees will receive a complimentary copy of […]

Meals from the Heartland

Meals from the Heartland 357 Lincoln St, West Des Moines, Iowa

Since 2008, Meals from the Heartland has provided more than 200 million meals for the hungry in Iowa, across the U.S., and around the world. Our November Elevated Living Series is a volunteer day packing meals at Meals from the Heartland inside the Patty Cownie Packaging Center in West Des Moines. Each volunteer will use […]

Event Series Journey to Retirement

Journey to Retirement

Online Workshop

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 […]

Event Series Journey to Retirement

Journey to Retirement

Online Workshop

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 […]

Event Series Dinner Workshop

Dinner Workshop

District 36 Wine Bar & Grille 1375 SW Vintage Pkwy, Ankeny, IA, United States

Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Clint Huntrods will discuss how to build a recession resistant portfolio, make the most of Social Security, and decrease your tax bill in retirement. All attendees will receive a complimentary copy of […]

Event Series Investment Planning Online Workshop

Legacy Planning Online Workshop

Online Workshop

Retirement is a mindset shift. You have to rethink everything – including the legacy you want to leave. After watching this online workshop, you’ll learn the importance of planning your legacy for after you're gone and understand how everyone has a legacy, whether they know it or not. Plus, you’ll be able to ask questions […]

Call Now Button