Event Series Dinner Workshop

The Psychology of Retirement

B&B Theatres 1580 SW Market St, Ankeny, IA, United States

Join us for a retirement blockbuster! We are showing an exclusive screening of "The Psychology of Retirement". This trip to the theatre will help you navigate American's #1 retirement fear: running out of money.

Event Series Lunch & Learn

Advance Funeral Planning with Shannon Heinen

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

Join us for a Lunch & Learn presentation on advance funeral planning with Shannon Heinen of Caldwell Parrish Funeral Home. Shannon will discuss the advantages of advance planning, the process, and cost. She will also take your questions during the presentation.

Event Series Dinner Workshop

Retire Your Way

Fleming's Steakhouse in West Des Moines 150 S Jordan Creek Pkwy, West Des Moines, IA

You've worked tirelessly for 20-30 years to create the retirement you've always imagined. Now, as you approach this milestone, there's a whole new set of challenges awaiting you. Retirement planning isn't just about finances; it's about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating […]

Event Series Dinner Workshop

Retire Your Way

Fleming's Steakhouse in West Des Moines 150 S Jordan Creek Pkwy, West Des Moines, IA

You've worked tirelessly for 20-30 years to create the retirement you've always imagined. Now, as you approach this milestone, there's a whole new set of challenges awaiting you. Retirement planning isn't just about finances; it's about making informed decisions in areas like investments, income, taxes, health care, legacy, and lifestyle. Without the right guidance, navigating […]

Meals from the Heartland

Meals from the Heartland 357 Lincoln St, West Des Moines, Iowa

Ending hunger starts with one grain of hope. When you volunteer to fight hunger with us, not only are you feeding hungry children, but meal packaging is an enjoyable, easy and rewarding experience. Meals from the Heartland’s packaged meals help feed the hungry throughout the world. Meals are delivered directly to locations in Iowa, the […]

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 Journey to Retirement

REGISTRATION CLOSED | 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 […]

REGISTRATION CLOSED | Client Appreciation Event

The River Center 340 SW 3rd St, Des Moines, Iowa

***Registration for this event is now closed. -- Our Client Appreciation Event will be held at The River Center, a beautifully renovated 16,000-square-foot space near Principal Park in downtown Des Moines. We will have an upscale buffet, music from Vinyl Vagabonds (back by popular demand), and pies! Per tradition, each household will go home with […]

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, […]

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