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.
Rethink Retirement
Dinner Workshop
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Lunch & Learn
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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.
Support Groups
The League
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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!
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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.
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.