Journey to Retirement
Your retirement journey starts here!
Experience this online workshop from the comfort of your couch. See the decisions and strategies one couple uses to make the most of their retirement savings.
Rethink Retirement
Retirement is a mindset shift – from how you think about income to the way you approach taxes. This online workshop will help you prepare for the transition and learn why retirement is different.
Dinner Workshops
Join us for an evening of fine dining while we cover crucial strategies for your retirement. These include how you could save money on taxes, maximize your Social Security benefit, and how to build a recession resistant portfolio.
Lifestyle Events
Making time to care for your physical, social, and emotional health in retirement is a crucial part of enjoying the next chapter of your life. At Merkle Retirement Planning, we offer monthly well-being events, called Lifestyle Events, for our community of individuals and families. These complimentary events provide opportunities for education, community building, social engagement, and fun.
Lifestyle Groups
Lunch & Learn
Check back soon for upcoming events!
The League
Special Client Events
We love celebrating our clients! These special events are just for the families and individuals we work with.
*Note to clients - you are welcome to bring one guest to these events. If that guest is your spouse, please register them too!
Check back soon for upcoming events!
Ready to take your retirement to the next level?
Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.
Ready to take your retirement to the next level?
Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.