Join our empowering dinner workshop and take the next step toward retirement.

Get clear, straightforward answers to your biggest questions about income, taxes, investments, and more—so you can walk confidently into your next chapter.

This isn't your typical planning workshop. We'll share strategies our clients have used to create lasting retirement security, maximize their tax savings, and live out their retirement dreams.

Learn adaptable approaches that align with your personal goals and circumstances.

Gain an understanding of strategies and concepts that can support your long-term retirement planning.

Custom guidance with your best interest always at heart.

Core principles to help support your long-term retirement goals.

• Understanding how to balance diversification and risk
  
  

• The Pros & Cons of Mutual Funds
  
  
• Investment strategies that help create reliable income
  
  
• Rebalancing portfolios for retirement income

• Reviewing potential income sources and timing considerations
  
  
• Understanding Social Security claiming strategies
  
  
• Exploring strategies for maximizing Social Security
  
  
• Creating a sustainable retirement income plan

• Exploring how different account types are taxed
  
  
• Understanding Required Minimum Distributions (RMDs)
  
  
• Planning for tax-efficient withdrawal strategies
  
  
• Demonstrating the impact of Roth conversions

Practical knowledge and actionable strategies you can implement immediately.

Discover how to create income strategies to help support your lifestyle and goals throughout retirement.

Understand tax strategies that can help you keep more of your hard-earned money.

Get answers to the questions that are keeping you up at night, so you can feel more confident in retirement.

Learn about recent legislation changes and how they may impact your retirement plan and benefits.

Join us for an intimate 

1.5-hours dinner retirement workshop at 

Fleming's Prime Steakhouse & Wine Bar

Complete our simple online registration – takes less than 60 seconds.

Leave with a better understanding of your checklist for retirement.

Take the first step toward retirement confidence. Join others who have gained valuable insights in a single evening.

Hours of focused 

education

Complimentary

event

Secure online registration

© Merkle Retirement Planning, LLC

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC-insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.