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DTSTART:20250307T000000Z
DTEND:20250314T010000Z
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SUMMARY:Retirement and Estate Planning 101\; Two Part Financial Literacy Series of Seminars for Women
DESCRIPTION:Merkley Wealth Associates Announces\n\nFinancial Literacy Series of Seminars for Women \n\nRetirement and Estate Planning 101\n\nMarch 6th and 13th \n\n\n\nRetirement and Estate Planning 101\n\n\nAfraid you can't afford to retire? Will you stay ahead of inflation and not outlive your money? Concerned about the stock market? We will help answer these questions along with discussing social security\, how to convert a 401(k) plan to an income stream you won't outlive\, ways to help minimize your taxes in retirement and options to help protect your investments from market fluctuation. An expert in medicare and social security will be assisting with this portion of the series. \n\n\nEven everyday folks need an estate plan.  A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted.  Whether your assets are worth thousands or hundreds of thousands\, it's important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees\, how to reduce or eliminate taxes and how to maximize the transfer of your real estate\, investments\, and personal belongings to your loved ones and/or charitable organizations.\n\nAn estate planning attorney will be assisting with this portion of the series. \n\n\nPlease Register by emailing Jennifer Lovell at Jennifer.Lovell@ceterafs.com or calling 515-259-3574.\n\nEach Series is held two days and will be from 6-7pm.
X-ALT-DESC;FMTTYPE=text/html:<div style="background:rgb(238\, 238\, 238)\; border:1px solid rgb(204\, 204\, 204)\; padding:5px 10px\; text-align:center"><span style="font-size:12px"><span style="font-family:tahoma"><span style="color:#cc0099"><strong>Merkley Wealth Associates Announces<br />\nFinancial Literacy Series of Seminars for Women </strong><br />\n<strong>Retirement and Estate Planning 101</strong><br />\nMarch 6th and 13th </span></span></span></div>\n\n<div style="text-align:center"><br />\n<span style="font-size:12px"><span style="font-family:tahoma"><span style="color:#cc0099"><strong>Retirement and Estate Planning 101</strong></span></span></span></div>\n\n<div>\n<div style="text-align:center"><span style="font-size:12px"><span style="font-family:tahoma">Afraid you can&rsquo\;t afford to retire? Will you stay ahead of inflation and not outlive your money? Concerned about the stock market? We will help answer these questions along with discussing social security\, how to convert a 401(k) plan to an income stream you won&rsquo\;t outlive\, ways to help minimize your taxes in retirement and options to help protect your investments from market fluctuation. An expert in medicare and social security will be assisting with this portion of the series.&nbsp\;</span></span></div>\n\n<hr />\n<div style="text-align:center"><span style="font-size:12px"><span style="font-family:tahoma"><span style="color:#444444">Even everyday folks need an estate plan.&nbsp\; A well-crafted estate plan saves your family undue grief and cost by ensuring your assets are distributed as you wanted.&nbsp\; Whether your assets are worth thousands or hundreds of thousands\, it&#39\;s important to protect everything you worked so hard to earn. Learn how to avoid unnecessary expenses and fees\, how to reduce or eliminate taxes and how to maximize the transfer of your real estate\, investments\, and personal belongings to your loved ones and/or charitable organizations.<br />\nAn estate planning attorney will be assisting with this portion of the series</span>. </span></span></div>\n</div>\n\n<div style="text-align:center"><span style="font-size:11px"><span style="font-family:tahoma"><span style="background-color:#FFFF00">Please Register by emailing Jennifer Lovell at Jennifer.Lovell@ceterafs.com or calling 515-259-3574.<br />\nEach Series is held two days and will be from 6-7pm. </span></span></span></div>\n
LOCATION:Merkley Wealth Associates 6911 Vista Drive West Des Moines\, IA 50266 515-259-3574 515-779-1733
UID:e.2655.4491
SEQUENCE:3
DTSTAMP:20260415T062719Z
URL:https://members.wdmchamber.org/events/details/retirement-and-estate-planning-101-financial-literacy-series-of-seminars-for-women-4491
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