Dinner Workshop
Fleming's Steakhouse in West Des Moines 150 S Jordan Creek Pkwy, West Des Moines, IAMeet Your Presenters: LOREN MERKLE & CLINT HUNTRODS
10 events found.
EVENT FULL | Dinner Workshop
Fleming's Steakhouse in West Des Moines 150 S Jordan Creek Pkwy, West Des Moines, IAEducate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Loren Merkle 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 […]
Investment Planning Online Workshop
Online WorkshopRetirement is a mindset shift. You have to rethink everything – including investments. During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement. Plus, you'll be able to ask questions during the workshop!
EVENT FULL | Medicare Annual Enrollment
Merkle Retirement Planning 1860 SE Princeton Drive, Grimes, IA, United StatesWhether you are electing for the first time or several years in – there are important steps to take during the Medicare Annual Enrollment period of October 15th to December 7th. Join Merkle Retirement Planning Director of Medicare AnnaMarie Morrow Thursday, September 21st at noon for this in-person Lunch & Learn. AnnaMarie will discuss why […]
Investment Planning Online Workshop
Online WorkshopRetirement is a mindset shift. You have to rethink everything – including investments. During this online workshop, we'll show you why the 60/40 portfolio is outdated, how to build a recession resistant portfolio, and why you have to rethink investment risk in retirement. Plus, you'll be able to ask questions during the workshop!
EVENT FULL | Dinner Workshop
Fleming's Steakhouse in West Des Moines 150 S Jordan Creek Pkwy, West Des Moines, IAEducate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Loren Merkle 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 […]
Dinner Workshop
Fleming's Steakhouse in West Des Moines 150 S Jordan Creek Pkwy, West Des Moines, IAEducate yourself today for a better tomorrow. Join us for an evening of fine dining and important retirement information and strategies. Retirement Planner Loren Merkle 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 […]
Tailgate
Merkle Retirement Planning 1860 SE Princeton Drive, Grimes, IA, United StatesJoin 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 StatesThis 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 […]
Journey to Retirement
Online WorkshopYou 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 […]