Dreams Need a Plan

Retirement is about more than investments. During this complimentary two-hour workshop we walk you through the key decisions that shape retirement, from creating reliable income and understanding taxes to planning for health care, investments, and the lifestyle you want to enjoy.

In-person in West Des Moines, IA or online from anywhere.

 Small decisions — like when to claim Social Security , how to withdraw retirement funds, or which accounts to tap first — can impact your retirement income for decades.

Many retirees unnecessarily incur tax and income inefficiencies each year without proper planning.

September 21st|||September 24th|||blank|||August 12th|||August 31st|||blank|||Raccoon River Park Nature Lodge|||2500 Grand Ave, West Des Moines, IA 50265|||West Des Moines, IA|||Join from Anywhere

approaching or recently retired

or if your savings will last

not just generic financial tips

before you stop working

© 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.