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!
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies at Fleming's Prime Steakhouse & Wine Bar. During the presentation, Retirement Planner Clint Huntrods, PhD will discuss: • Building a recession resistant portfolio • Make the most of Social Security • Ways you could […]
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. […]
Educate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies at Fleming's Prime Steakhouse & Wine Bar. During the presentation, Retirement Planner Clint Huntrods, PhD will discuss: • Building a recession resistant portfolio • Make the most of Social Security • Ways you could […]
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 […]
Healing Hearts is a new lifestyle group designed for women navigating life after the loss of a spouse. This group offers emotional support, social connections, and meaningful events to help you move forward while honoring your past. Join us for the Healing Hearts Kickoff Dinner on Wednesday, May 21st, at 6 PM at Cooper's Hawk […]
