Get Retirement Ready. Educate Yourself Today!

Learn how to build the retirement of your dreams.

Journey to Retirement

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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.

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The Psychology of Retirement

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Join us for a retirement blockbuster! We are showing an exclusive screening of "The Psychology of Retirement." This trip to the theatre will help you navigate American's #1 retirement fear: running out of money.
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Retire Your Way

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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.

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Lifestyle Events

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.

Bingo at The Hall
June 5th | 1:30 PM - 3:30 PM
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Breakfast with Freedom Rock® Artist Ray “Bubba” Sorensen
July 1st | 8:00 AM - 10:00 AM
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Lifestyle Groups

Lifestyle 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.
REGISTRATION CLOSED | Healing Hearts
May 21st | 6:00 PM - 9:00 PM
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Embracing Grief Group
June 10th | 9:00 AM - 10:00 AM
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Caregiving Circle
June 11th | 9:00 AM - 10:00 AM
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Lunch & Learns

Lunch & Learn

Do you know what goes great with lunch? Learning! Join us for our Lunch & Learn events held at the Merkle Retirement Planning office in Grimes. 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.
EVENT FULL | Midyear Market Update with Jeremy Lyons
June 19th | 12:00 PM - 1:00 PM
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The League

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.
Night at the Iowa Cubs
June 27th | 4:00 PM - 9:00 PM
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Special Client Events

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.

Schedule a Call

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.

Schedule a Call
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