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
Clint Huntrods, PhD
Certified Financial Fiduciary® • Retirement Planner
Clint Huntrods is an experienced educator with a passion for helping people retire. Clint is a Certified Financial Fiduciary® and holds life, health, and accident Iowa insurance licenses as well as his Series 65 securities license. As a retirement planner, Clint can help pre-retirees make all of the one-time decisions that come with retirement. His experience and relationship building skills allow him to help ease your retirement worries and focus on living out your retirement vision.
AnnaMarie Morrow
Director of Medicare & Long-Term Care
AnnaMarie Morrow is our in-house Director of Medicare & Long-Term Care. She has helped hundreds of pre-retirees make important Medicare and supplement decisions. AnnaMarie holds life, health, and accident Iowa insurance licenses and America's Health Insurance Plans (AHIP) Medicare + Fraud, Waste, and Abuse licenses. She is also a National Social Security Advisor (NSSA) certificate holder and a certified Medicare agent with several private insurance carriers. Additionally, AnnaMarie has achieved the Medicare Advantage Certification, awarded by NABIP.
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?
Is this a sales pitch for your services?
Can I attend with my spouse or partner?
I'm not retired yet - should I still come?
What if I can't make my scheduled workshop date?
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.