Workshops

Join us for a complimentary Journey to Retirement Workshop

During this interactive 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.

Journey to Retirement

December 14th | 6:00 PM - 8:00 PM
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Journey to Retirement

January 4th, 2024 | 6:00 PM - 8:00 PM
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Journey to Retirement

January 7th, 2024 | 8:00 AM - 10:00 AM
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Rethink Retirement

These workshops will help you "rethink retirement." Retirement is a mindset shift - from how you think about income to the way you approach taxes. Be prepared for the transition and learn how to maximize your retirement savings.

Tax Planning Online Workshop

December 18th | 6:00 PM - 7:00 PM
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Tax Planning Online Workshop

December 20th | 6:00 PM - 7:00 PM
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Dinner Workshop

Join us for an evening of fine dining while we cover important retirement strategies, including tax savings, Social Security, and how to build a recession resistant portfolio.

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Lunch & Learn

Do you know what goes great with lunch? Learning! Join us for our Lunch & Learn events inside the Merkle Media Room at Merkle Retirement Planning. Our team covers timely topics like the markets, legislative changes, and trending retirement topics. Plus, we bring in trusted partners to talk about legacy planning, senior living, and cyber security. We always take your questions at the end of these informative (and filling) lunch events! You are welcome to bring a friend.

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Elevated Living Series

Making time to care for your physical, social, and mental 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 Elevated Living Series events, for our community of individuals and families. These complimentary events provide opportunities for education, community building, social engagement, and fun.

MORNING SHIFT | Food Bank
January 3rd, 2024 | 9:00 AM - 11:30 AM
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AFTERNOON SHIFT | Food Bank
January 3rd, 2024 | 1:30 PM - 4:00 PM
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Support Groups

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.
Embracing Grief Group
December 12th | 9:00 AM - 10:00 AM
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Caregiving Circle
December 13th | 9:00 AM - 10:00 AM
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The League

The League is a thank-you program for families and individuals who have referred other like-minded pre-retirees and retirees to Merkle Retirement Planning.

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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 time to talk with a retirement planner about your retirement vision. Schedule a 15-minute Retirement Check-Up Call.

Schedule a Call

Ready to take your retirement to the next level?

Let's chat! Schedule a time to talk with a retirement planner about your retirement vision. Schedule a 15-minute Retirement Check-Up Call.

Schedule a Call
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