Contact us today! Call 515-278-4110 or email info@wmfplan.com

Learning Events

Take the first step to financial freedom.

Check out our Event Calendar below!

Passport to Retirement Class
Learn about all 5 Retirement Blueprint tiers!

Tax
Strategies

Investment
Planning

Legacy
Planning

Income
Planning

Healthcare
Planning

Passport to Retirement is a retirement planning class for those ages 50-70. The classes are held from 6pm-9pm at a variety of locations around the Des Moines Metro area. These classes are most commonly talked about on The Weiss-Merkle Financial Show. Investing a few hours of your time at Passport to Retirement can pay off immediately. You'll discover how to formulate realistic goals based on your individual retirement needs, risk tolerance and length of time to retirement. Look at upcoming dates below and reserve your seats today!

  • Tue
    22
    Jan
    2019

    Passport Class at The Scheman Building

    6:00 pm1805 Center Drive, Ames, IA 50011

  • Thu
    31
    Jan
    2019

    Passport Class at DMACC

    6:00 pm1055 SW Prairie Trail Parkway, Ankeny, IA 50023

    THIS CLASS IS CURRENTLY FULL.

  • Tue
    19
    Feb
    2019

    Passport Class at Upper Iowa University

    6:00 pm5000 Westown Parkway, West Des Moines, IA 50266

  • Thu
    28
    Feb
    2019

    Passport Class at Grand View University

    6:00 pm2811 E 14th Street, Des Moines, IA 50316