Retirement Confidence Starts Here

Join our empowering in-person workshop in West Des Moines and take the next step on your journey to retirement.


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

1.5

100%

February 17th

Next Event:

Hours of focused 

education

Complimentary 

event

Join Our Retirement Workshop

Join our interactive retirement planning workshop and take the next step toward your ideal future.

Gain clear, practical insights on income, health care, taxes, investments, and more—so you can make informed decisions and walk confidently into retirement.

Your Journey to Retirement Starts Here

Learn about six key pillars that may impact your retirement: Lifestyle, Income, Taxes, Investments, Health Care, and Legacy.

Considering how you may want to spend your time in retirement

Lifestyle

Exploring different retirement goals and their costs

Understanding the transition from working life to retirement

Planning for active vs. passive retirement phases

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Reviewing potential income sources and timing considerations

Income

Understanding Social Security claiming strategies

Exploring strategies for maximizing Social Security

Creating a sustainable retirement income plan

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Exploring how different account types are taxed

Taxes

Understanding Required Minimum Distributions (RMDs)

Planning for tax-efficient withdrawal strategies

Demonstrating the impact of Roth conversions

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Understanding how to balance diversification and risk

Investments

The Pros & Cons of Mutual Funds

Investment strategies that help create reliable income

Rebalancing portfolios for retirement income

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Outlining coverage options to be aware of before age 65

Health Care

Understanding Medicare enrollment and timing

Planning for long-term care expenses

Exploring Medicare Part B premiums

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The differences between a Will and a Trust

Legacy

Understanding the Probate Process

Exploring strategies that can create a tax-free legacy

Learning about legacy planning documents and how they are used

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Planning for retirement involves many moving parts — from how you'll create income, to managing potential health care expenses, to making sure your affairs are in order for the future.


This workshop provides educational information to help you think through these topics and identify questions to discuss with your own professional advisors.

What We'll Cover

Practical knowledge and actionable strategies you can implement immediately.

Health Care Coverage

Tax-Smart Strategies

Learn about your health care options before the age of 65.

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

Answers to Your Questions

Big Beautiful Bill Knowledge

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.

Meet Your Presenters

Team Carousel

How It Works

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Reserve Your Spot

Attend the Workshop

Clarify YourNext Steps

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

Join us for an intimate 

1.5-hours in-person retirement workshop.

Leave with a better understanding of your checklist for retirement.

Frequently Asked Questions

Do I need to bring anything to the workshop?

Just bring yourself and any specific questions you have about retirement. We'll provide all materials, including a comprehensive workbook and action checklist to take home.

Is this a sales pitch for your services?

Absolutely not. This is purely educational. While we do offer ongoing financial planning services, there's no sales presentation during the workshop. Our goal is to provide valuable education regardless of whether you choose to work with us.

Can I attend with my spouse or partner?

Yes! We encourage couples to attend together. Most retirement decisions affect both partners, and having both perspectives during the discussion is valuable. Each registration includes both spouses/partners.

I'm not retired yet - should I still come?

Absolutely. The workshop is designed for both pre-retirees (within 5-10 years of retirement) and recent retirees. Many of the strategies we discuss are most effective when implemented before you retire.

What if I can't make my scheduled workshop date?

No problem. You can transfer your registration to any future workshop date at no charge. We also maintain a waitlist for earlier dates in case spots open up.

Your Retirement Won't Wait - Why Should you?

Take the first step toward retirement confidence. Join others who have transformed their retirement outlook in just one evening.

5959 Grand AveWest Des Moines, IA

1.5

100%

Hours of focused 

education

Complimentary

event

Secure online registration

Journey to Retirement

© 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.