As a new member of the Merkle Retirement Planning family, we want to ensure you have everything you need to make the most of your retirement! This event will provide a wonderful opportunity to get to know our team while enjoying dinner and refreshments. This event will also include trivia, information on our lifestyle events, and […]
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, […]
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 […]
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 […]
If you have not yet enrolled in Medicare, this Lunch & Learn is designed for you! Join us to gain clarity on the numerous phone calls, texts, flyers, ads, and emails you may be receiving about Medicare. Merkle Retirement Planning Director of Medicare & Long-Term Care AnnaMarie Morrow will help you navigate the information and […]
New location, same great event! This year, our Hawaiian-themed Luau will be held at Destination Grille, located at 2491 East 1st St. in Grimes. Wear your favorite Hawaiian shirt or grass skirt and enjoy an evening filled with delicious food, live music by The Sheet, and fun!
Join us for an afternoon of creativity, where you will learn how to design your very own vase filled with bright, beautiful flowers! Led by Jill Frey, the owner of Posies Floral & More in Grimes, this workshop is perfect for all skill levels. Each guest will create their own unique arrangement to take home. […]
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, […]
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 […]
Join us for Journey to Retirement, an eye-opening and interactive workshop designed to help you gain clarity, control, and confidence in your retirement planning. Follow a hypothetical couple as they navigate key retirement decisions and uncover how a comprehensive plan can help you retire on your terms. Led by Retirement Planner Clint Huntrods and […]
