Learning Events

Take the first step to financial freedom.

Upcoming Learning Events

Passport to Retirement Classes

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!

Retirement Summits

At these events you'll learn:

  • The #1 mistake Retirees make when investing in the stock market
  • Tax Alert - Tax penalties as high as 50%!
  • Social Security Strategies - Will Social Security still be around for you?
  • How a simple beneficiary mistake on any of your retirement accounts could cost you or your heirs thousands of dollars!

Strategies discussed will be suitable for those with a minimum net worth of $250 thousand dollars.

Check out our Event Calendar below for more information on upcoming events!  

  • Tue
    17
    Jul
    2018
    Tue
    24
    Jul
    2018

    Passport Class at Upper Iowa University

    6:00 pm5000 Westown Pkwy Suite 200, West Des Moines, IA 50266

    * Note: Limited Seating available on July 17th

     

  • Thu
    19
    Jul
    2018

    Retirement Seminar at Biaggi's Ristorante Italiano

    6:00 pm5990 University Avenue, West Des Moines, IA 50266

  • Mon
    23
    Jul
    2018

    Passport Class at the FFA Enrichment Center on DMACC's Campus

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

  • Thu
    26
    Jul
    2018

    Retirement Summit at Flix Brewhouse

    6:00 pm3800 Merle Hay Rd #1300, Des Moines, IA 50310

    With Mission Impossible Pre-screening!