Tailgate

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

Join us for a fun-filled football-themed event Friday, September 29th, from 5:30 to 7:30 PM at Merkle Retirement Planning for members of The League. We will have complimentary food and drinks, plus music and tailgate games! The party will be outside, weather permitting. Feel free to dress in support of your favorite team. Merkle Retirement […]

EVENT FULL | Pressed Flower Class

Middlebrook Farm 4300 Cumming Ave, Cumming, Iowa, United States

This event is now full! Join us for an afternoon at Middlebrook Farm in Cumming. Described as "the street corner at the intersection of real estate and food," this 500-acre development honors the agricultural legacy of the land while building a vibrant village. We’ll start with a short tour of the farm, then create art […]

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 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 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 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 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!

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