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 […]

Event Series Lunch & Learn

TOPIC CHANGED | Senior HomeFinder of Iowa with Becky Montgomery

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

A family illness has led us to switch the February Lunch & Learn presenter from Certified Grief Coach and Caregiving Counselor Kathy Koenig to Becky Montgomery of Senior HomeFinder of Iowa. We wish Kathy and her family the best during this time.   Becky has graciously agreed to step in, and we are thrilled. She […]

Income Planning Online Workshop

Online Workshop

Retirement is a mindset shift. You have to rethink everything – including income. This online workshop will show you how to transform your mindset and maximize retirement income. Learn where to start (it's NOT investments), why you have more control than you think, and what it looks like to develop a plan that makes your money last as long as you do.  Presenters: […]

Income Planning Online Workshop

Online Workshop

Retirement is a mindset shift. You have to rethink everything – including income. This online workshop will show you how to transform your mindset and maximize retirement income. Learn where to start (it's NOT investments), why you have more control than you think, and what it looks like to develop a plan that makes your money last as long as you do.  Presenters: […]

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 […]

Pickleball at Smash Park

Smash Park 6625 Coachlight Dr, West Des Moines, Iowa, United States

Join us on March 6th from 2 to 4 PM at Smash Park in West Des Moines for an afternoon of pickleball fun! All skill levels are welcome. Smash Park will provide paddles and balls. We will also have complimentary appetizers and drinks. You are welcome to bring a friend.

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 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 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 […]

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