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

October 4th | 6:00 PM - 8:00 PM
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Journey to Retirement

October 12th | 6:00 PM - 8:00 PM
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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.

Investment Planning Online Workshop

September 26th | 6:00 PM - 7:00 PM
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Health Care Planning Online Workshop

October 16th | 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.
EVENT FULL | Dinner Workshop
September 27th | 6:00 PM - 8:00 PM
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Dinner Workshop
September 28th | 6:00 PM - 8:00 PM
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Dinner Workshop
October 11th | 6:00 PM - 8:00 PM
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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.
Planning Your Legacy with Attorney Charlie Bottenberg
October 26th | 12:00 PM - 1:00 PM
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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.

Pressed Flower Class
October 4th | 1:30 PM - 4:00 PM
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Meals from the Heartland
November 1st | 1:30 PM - 3:30 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
October 10th | 9:00 AM - 10:00 AM
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Caregiving Circle
October 11th | 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.
Tailgate
September 29th | 5:30 PM - 7:30 PM
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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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