Income Planning Online Workshop

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

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 […]

Income Planning Online Workshop

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

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. 

Event Series Women in Retirement

Women in Retirement

District 36 Wine Bar & Grille 1375 SW Vintage Pkwy, Ankeny, IA, United States

Retirement is different for women. Join us for a workshop designed by women and taught by women. You’ll start the night with an hour-long presentation followed by a complimentary dinner. Bring a friend and enjoy a meal! You may feel your retirement fears fade away as you learn why retirement differs for women and what […]

Golf Outing

Beaver Creek Golf Club 11200 NW Towner Dr., Grimes, Iowa

Beaver Creek Golf Club in Grimes 9 AM shotgun start 18-holes Four-person best shot All skill levels are welcome. You can register as an individual, couple, or group of four. 18-holes of golf, a cart, and lunch are being offered at a discounted rate of $35 per person. Bring a friend! Payment can be made […]

Event Full | Golf Outing

Beaver Creek Golf Club 11200 NW Towner Dr., Grimes, Iowa

This event is now full! Beaver Creek Golf Club in Grimes 9 AM shotgun start 18-holes Four-person best shot All skill levels are welcome. You can register as an individual, couple, or group of four. 18-holes of golf, a cart, and lunch are being offered at a discounted rate of $35 per person. Bring a […]

Event Series Women in Retirement

Women in Retirement

District 36 Wine Bar & Grille 1375 SW Vintage Pkwy, Ankeny, IA, United States

Retirement is different for women. Join us for a workshop designed by women and taught by women. You’ll start the night with an hour-long presentation followed by a complimentary dinner. Bring a friend and enjoy a meal! You may feel your retirement fears fade away as you learn why retirement differs for women and what […]

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 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 […]

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. 

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. 

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