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X-ORIGINAL-URL:https://merkleretirementplanning.com
X-WR-CALDESC:Events for Merkle Retirement Planning
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TZID:America/Chicago
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260408T173000
DTEND;TZID=America/Chicago:20260408T193000
DTSTAMP:20260403T175224
CREATED:20260218T142806Z
LAST-MODIFIED:20260218T142806Z
UID:10001159-1775669400-1775676600@merkleretirementplanning.com
SUMMARY:New Client Mix & Mingle
DESCRIPTION:If you’ve joined the Merkle Retirement Planning family within the past year\, we’d love to welcome you to the New Client Mix & Mingle!\n\nThis relaxed\, come-and-go event is a wonderful opportunity to get to know our team better\, enjoy food and drinks\, and have a little fun with trivia along the way.\n\nJoin us on Wednesday\, April 8th from 5:30 PM to 7:30 PM at our office as we celebrate you and the relationships that make our community so special. Stop by at any time during the event — we look forward to getting to know you better!
URL:https://merkleretirementplanning.com/event/new-client-mix-mingle/
LOCATION:Merkle Retirement Planning\, 1860 SE Princeton Drive\, Grimes\, IA\, 50111\, United States
CATEGORIES:Client Events,Special Client Event
ATTACH;FMTTYPE=image/jpeg:https://merkleretirementplanning.com/wp-content/uploads/2026/02/2025-New-Client-Mix-Mingle_Merkle-Retirement-Planning_6W4A9823.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260408T180000
DTEND;TZID=America/Chicago:20260408T200000
DTSTAMP:20260403T175224
CREATED:20260326T134948Z
LAST-MODIFIED:20260326T134948Z
UID:10001173-1775671200-1775678400@merkleretirementplanning.com
SUMMARY:Journey to Retirement (Online)
DESCRIPTION: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! \nRetirement 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 plan for long-term care\, and leaving a meaningful legacy should all be part of your retirement roadmap. \nDuring this interactive online workshop\, we experience retirement through the eyes of John and Sue. We see the decisions they have to make and some of the strategies they use to make the most of their retirement savings – including a six-figure savings tax strategy! \nThose who sign-up will receive a copy of our Journey to Retirement Workbook filled with extra information\, room to take notes\, and retirement strategies you’ve probably never thought of before!\n\n\n\nPresenters:\n\n\nLoren Merkle\, CFP®\, RICP®\nChawn Honkomp\, CFP®\, RICP®\, ChFC®\nClint Huntrods\, PhD\, Certified Financial Fiduciary®\nAnnaMarie Morrow\, Director of Medicare
URL:https://merkleretirementplanning.com/event/journey-to-retirement-online/
LOCATION:Online Workshop
CATEGORIES:Journey To Retirement,Online Workshop
ATTACH;FMTTYPE=image/png:https://merkleretirementplanning.com/wp-content/uploads/2025/05/Couple-watching-laptop_Journey-to-Retirement-Cover_with-car-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260416T120000
DTEND;TZID=America/Chicago:20260416T130000
DTSTAMP:20260403T175224
CREATED:20260312T135316Z
LAST-MODIFIED:20260324T181459Z
UID:10001165-1776340800-1776344400@merkleretirementplanning.com
SUMMARY:EVENT FULL | Lunch & Learn with AnnaMarie Morrow
DESCRIPTION:Join our Director of Medicare & Long-Term Care AnnaMarie Morrow\, for a Lunch & Learn on April 16th at noon at Merkle Retirement Planning as she discusses why having a long-term care strategy can play an important role as retirement approaches. With nearly 70% of individuals turning 65 likely to need some form of long-term care\, according to LongTermCare.gov\, planning ahead is critical. AnnaMarie will walk through current cost realities — including home health care\, assisted living\, and nursing home expenses — and explore funding options and proactive strategies designed to help protect your income\, preserve your assets\, and maintain your retirement lifestyle.
URL:https://merkleretirementplanning.com/event/lunch-learn-with-annamarie-morrow/
LOCATION:Merkle Retirement Planning\, 1860 SE Princeton Drive\, Grimes\, IA\, 50111\, United States
CATEGORIES:Client Events,Full Event,Lunch & Learn
ATTACH;FMTTYPE=image/jpeg:https://merkleretirementplanning.com/wp-content/uploads/2025/05/April-2024-Lunch-and-Learn_Lisa-Even-Joy-in-Retirement_6W4A1461.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260416T180000
DTEND;TZID=America/Chicago:20260416T200000
DTSTAMP:20260403T175224
CREATED:20260318T155755Z
LAST-MODIFIED:20260318T155755Z
UID:10001169-1776362400-1776369600@merkleretirementplanning.com
SUMMARY:Journey to Retirement (In-Person)
DESCRIPTION: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.  \n  \nLed by Retirement Planner Clint Huntrods and Director of Medicare & Long-Term Care AnnaMarie Morrow\, this complimentary workshop dives into the five important topics retirees must address.  \n  \nWhat You’ll Learn:  \n\nTurning Savings into Income – See how to build a plan for reliable\, long-term income\, so your lifestyle doesn’t have to skip a beat. \n\n\nReducing Retirement Taxes – Discover how smart tax strategies save our hypothetical couple $140\,000 off their retirement tax bill. \n\n\nManaging Market Risk – See how to create an investment portfolio insulated from market volatility. \n\n\nPlanning for Health Care and Long-Term Care – Understand your options and how to prepare for rising medical costs. \n\n\nBuilding Your Custom Retirement Plan – Explore how to build a comprehensive retirement plan that supports your retirement dreams \n\nBonus: Your Complimentary Workbook\nEvery attendee will receive a Journey to Retirement workbook\, packed with retirement insights\, note-taking space\, actionable steps\, and more resources to support your planning process.  \n  \nSeats are limited! Reserve your spot today and take the first step toward a retirement you can look forward to. 
URL:https://merkleretirementplanning.com/event/journey-to-retirement-in-person-3/
LOCATION:FFA Enrichment Center\, 1055 SW Prairie Trail Pkwy\, Ankeny\, IA\, 50023\, United States
CATEGORIES:In-Person Workshop,Journey To Retirement (In-Person)
ATTACH;FMTTYPE=image/jpeg:https://merkleretirementplanning.com/wp-content/uploads/2024/04/April-2024-Lunch-and-Learn_Lisa-Even-Joy-in-Retirement_6W4A1461.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260421T180000
DTEND;TZID=America/Chicago:20260421T200000
DTSTAMP:20260403T175224
CREATED:20260326T135427Z
LAST-MODIFIED:20260326T135427Z
UID:10001174-1776794400-1776801600@merkleretirementplanning.com
SUMMARY:Journey to Retirement (Online)
DESCRIPTION: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! \nRetirement 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 plan for long-term care\, and leaving a meaningful legacy should all be part of your retirement roadmap. \nDuring this interactive online workshop\, we experience retirement through the eyes of John and Sue. We see the decisions they have to make and some of the strategies they use to make the most of their retirement savings – including a six-figure savings tax strategy! \nThose who sign-up will receive a copy of our Journey to Retirement Workbook filled with extra information\, room to take notes\, and retirement strategies you’ve probably never thought of before!\n\n\n\nPresenters:\n\n\nLoren Merkle\, CFP®\, RICP®\nChawn Honkomp\, CFP®\, RICP®\, ChFC®\nClint Huntrods\, PhD\, Certified Financial Fiduciary®\nAnnaMarie Morrow\, Director of Medicare
URL:https://merkleretirementplanning.com/event/journey-to-retirement-online-2/
LOCATION:Online Workshop
CATEGORIES:Journey To Retirement,Online Workshop
ATTACH;FMTTYPE=image/png:https://merkleretirementplanning.com/wp-content/uploads/2025/05/Couple-watching-laptop_Journey-to-Retirement-Cover_with-car-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260422T180000
DTEND;TZID=America/Chicago:20260422T200000
DTSTAMP:20260403T175224
CREATED:20260318T155557Z
LAST-MODIFIED:20260318T155557Z
UID:10001168-1776880800-1776888000@merkleretirementplanning.com
SUMMARY:Journey to Retirement (In-Person)
DESCRIPTION: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.  \n  \nLed by Retirement Planner Clint Huntrods and Director of Medicare & Long-Term Care AnnaMarie Morrow\, this complimentary workshop dives into the five important topics retirees must address.  \n  \nWhat You’ll Learn:  \n\nTurning Savings into Income – See how to build a plan for reliable\, long-term income\, so your lifestyle doesn’t have to skip a beat. \n\n\nReducing Retirement Taxes – Discover how smart tax strategies save our hypothetical couple $140\,000 off their retirement tax bill. \n\n\nManaging Market Risk – See how to create an investment portfolio insulated from market volatility. \n\n\nPlanning for Health Care and Long-Term Care – Understand your options and how to prepare for rising medical costs. \n\n\nBuilding Your Custom Retirement Plan – Explore how to build a comprehensive retirement plan that supports your retirement dreams \n\nBonus: Your Complimentary Workbook\nEvery attendee will receive a Journey to Retirement workbook\, packed with retirement insights\, note-taking space\, actionable steps\, and more resources to support your planning process.  \n  \nSeats are limited! Reserve your spot today and take the first step toward a retirement you can look forward to. 
URL:https://merkleretirementplanning.com/event/journey-to-retirement-in-person/
LOCATION:FFA Enrichment Center\, 1055 SW Prairie Trail Pkwy\, Ankeny\, IA\, 50023\, United States
CATEGORIES:In-Person Workshop,Journey To Retirement (In-Person)
ATTACH;FMTTYPE=image/jpeg:https://merkleretirementplanning.com/wp-content/uploads/2024/04/April-2024-Lunch-and-Learn_Lisa-Even-Joy-in-Retirement_6W4A1461.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260424T180000
DTEND;TZID=America/Chicago:20260424T203000
DTSTAMP:20260403T175224
CREATED:20260318T143121Z
LAST-MODIFIED:20260318T143121Z
UID:10001167-1777053600-1777062600@merkleretirementplanning.com
SUMMARY:The League Luau
DESCRIPTION:Join us for our annual The League Luau Friday\, April 24th from 6 PM to 8:30 PM. It will be a festive evening at the Crown Point Community Center located at 6300 Pioneer Pkwy in Johnston. The event will feature live music from Saints and Sinners — a group who first met performing together in a church choir — along with tropical-inspired food and drinks. Hawaiian attire is encouraged as we celebrate in island style!\n\nThe League is our thank-you program for those who have shared Merkle Retirement Planning with friends\, family\, or coworkers\, and this event is just one of the ways we show our appreciation to those who refer someone they care about to our team.
URL:https://merkleretirementplanning.com/event/the-league-luau-2/
LOCATION:Crown Point Community Center\, 6300 Pioneer Pkwy\, Johnston\, IA\, 50131\, United States
CATEGORIES:Client Events,The League
ATTACH;FMTTYPE=image/jpeg:https://merkleretirementplanning.com/wp-content/uploads/2026/03/2025-The-League-Luau_Destination-Grille_Merkle-Retirement-Planning_6W4A9422.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260430T090000
DTEND;TZID=America/Chicago:20260430T100000
DTSTAMP:20260403T175224
CREATED:20260319T133019Z
LAST-MODIFIED:20260319T133019Z
UID:10001170-1777539600-1777543200@merkleretirementplanning.com
SUMMARY:Healing Hearts Widow Group | Coffee Chat
DESCRIPTION:Healing Hearts is our newest lifestyle group\, created to support women who have lost a spouse on a journey of healing\, connection\, and community. Our Healing Hearts Coffee Chat is a casual gathering with coffee\, pastries\, and optional conversation starter cards. There’s no set agenda—just a welcoming space to connect and share.
URL:https://merkleretirementplanning.com/event/healing-hearts-widow-group-coffee-chat-2/
LOCATION:Merkle Retirement Planning\, 1860 SE Princeton Drive\, Grimes\, IA\, 50111\, United States
CATEGORIES:Client Events,Healing Hearts,Lifestyle Groups
ATTACH;FMTTYPE=image/png:https://merkleretirementplanning.com/wp-content/uploads/2025/04/Healing-Hearts_Yellow-Tulips_AdobeStock_936222712.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260512T090000
DTEND;TZID=America/Chicago:20260512T100000
DTSTAMP:20260403T175224
CREATED:20260325T135245Z
LAST-MODIFIED:20260325T135245Z
UID:10001172-1778576400-1778580000@merkleretirementplanning.com
SUMMARY:Embracing Grief Group
DESCRIPTION: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. \nWhether you are experiencing the loss of a loved one\, a career\, or any loss of something important in your life\, all are welcome to explore and process their grief in our monthly support session led by Kathy Koenig\, Certified Grief Coach and Caregiving Counselor.
URL:https://merkleretirementplanning.com/event/embracing-grief-group-2/
LOCATION:Merkle Retirement Planning\, 1860 SE Princeton Drive\, Grimes\, IA\, 50111\, United States
CATEGORIES:Client Events,Lifestyle Groups
ATTACH;FMTTYPE=image/png:https://merkleretirementplanning.com/wp-content/uploads/2025/05/Embracing-Grief_Flower-Visual.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260513T090000
DTEND;TZID=America/Chicago:20260513T100000
DTSTAMP:20260403T175224
CREATED:20260325T135146Z
LAST-MODIFIED:20260325T135146Z
UID:10001171-1778662800-1778666400@merkleretirementplanning.com
SUMMARY:Caregiving Circle
DESCRIPTION: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. \nOur Caregiving Circle is a place where individuals can openly share their feelings and struggles around providing ongoing care and support for an adult loved one. This support group is led by Kathy Koenig\, Certified Grief Coach and Caregiving Counselor.
URL:https://merkleretirementplanning.com/event/caregiving-circle-3/
LOCATION:Merkle Retirement Planning\, 1860 SE Princeton Drive\, Grimes\, IA\, 50111\, United States
CATEGORIES:Client Events,Lifestyle Groups
ATTACH;FMTTYPE=image/jpeg:https://merkleretirementplanning.com/wp-content/uploads/2024/11/jay-castor-7AcMUSYRZpU-unsplash.jpg
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