Get Retirement Ready.
Educate Yourself Today!

Learn how to build the retirement of your dreams.

Journey to Retirement

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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.

Register Here

Toolkit for Retirement

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This toolkit includes five guides to answer common retirement questions about taxes, Social Security, and making your money last – plus a copy of Loren Merkle's book, "Retire Your Way."

Get the Toolkit

Dinner Workshops

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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.

Register Here

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.

Happy Hour at Jasper Winery
August 7th | 5:00 PM - 7:00 PM
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Patriotic Golf Outing
September 11th | 10:00 AM - 4:00 PM
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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.
Embracing Grief Group
August 13th | 9:00 AM - 10:00 AM
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Caregiving Circle
August 14th | 9:00 AM - 10:00 AM
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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.

Check back soon for upcoming events!

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.

Check back soon for upcoming 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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