Retirement and Estate Planning 101; Two Part Financial Literacy Series of Seminars for Women

Merkley Wealth Associates Announces
Financial Literacy Series of Seminars for Women
Retirement and Estate Planning 101
March 6th and 13th

Retirement and Estate Planning 101

Afraid 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.

Even 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.
An estate planning attorney will be assisting with this portion of the series.

Please Register by emailing Jennifer Lovell at Jennifer.Lovell@ceterafs.com or calling 515-259-3574.
Each Series is held two days and will be from 6-7pm.

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Date and Time

Thursday Mar 6, 2025 Thursday Mar 13, 2025

Location

Merkley Wealth Associates
6911 Vista Drive
West Des Moines, IA 50266
515-259-3574
515-779-1733

Fees/Admission

Please Register by emailing Jennifer Lovell at Jennifer.Lovell@ceterafs.com or calling 515-259-3574 or 515-779-1733

Website

http://www.merkleywealth.com

Contact Information

Jennifer Lovell 515-259-3574 515-779-1733
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