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 […]

Bingo at The Hall

The Hall 111 S 11th Street, West Des Moines, IA, United States

Head over to The Hall in West Des Moines for an afternoon of pizza, beer and bingo. We have plenty of space so invite your friends! Let’s make this our biggest and best ELS event yet!

Event Series Tax Planning Online Workshop

Tax Planning Online Workshop

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

This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop!

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 Lunch & Learn

EVENT FULL | Midyear Market Update

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

The "Midyear Market Update" Lunch & Learn is now full! If you aren't on the list of those able to attend in person, we will send the full recording out on Friday.

Event Series Tax Planning Online Workshop

Tax Planning Online Workshop

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

This online workshop will teach you how to transform your tax mindset to increase your spendable income in retirement. Learn why taxes are different in retirement and strategies to lower your tax bill during this exciting and informative workshop!

Night At the Iowa Cubs

Principal Park 1 Line Dr, Des Moines, IA

Join us for an evening of tailgating, socializing, and baseball at Principal Park on Friday, June 23rd. The tailgate starts at 4:00 PM near Lot 2. We will have burgers, hot dogs, sides, and cold beverages. We will head into the park at 6:30 PM to watch the Iowa Cubs take on the Memphis Redbirds. […]

Finding Joy In Retirement

Hotel Renovo 11167 Hickman Road, Urbandale, IA, United States

Studies show that the happiest retirees are those who find ways to cultivate connections and find purpose. Lisa Even, self-proclaimed Joy Connoisseur, will lead us through a workshop focused on making joy your job in retirement. During the event, we will discuss creating a joy mindset and joy calendar. Lisa is a speaker, a coach, […]

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 […]

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