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 […]

Event Series Embracing Grief Group

Embracing Grief Group

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

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 moments with you, but that commitment extends to seeing you through the hard seasons of life as well. Whether you are experiencing the loss of a loved one, a career, […]

Event Series Caregiving Circle

Caregiving Circle

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

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 moments with you, but that commitment extends to helping you through the hard seasons of life as well. Our Caregiving Circle is a place where individuals can openly share their […]

Client Appreciation Event

Country Lane Lodge 29300 Prospect Cir, Adel, IA, United States

We are so happy to have you as part of the Merkle Retirement Planning family.   Registration is required for this event. You can bring one guest, please register your guest even if it is your spouse.    Country Lane Lodge in Adel Friday, November 17th 6:00 to 9:00 PM Food, drinks, live music, and […]

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 […]

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