TODAY’S BROKEN RETIREMENT SYSTEM

Pensions are rare, and Social Security is running out of money

Most people are 100% responsible to fund and manage their retirement

Only 1 in 5 people have a written retirement income plan*

It's time to get serious about solving America's retirement income crisis

THE EXPERTS BREAK IT DOWN

Featuring Behavioral Investment Expert:

Morgan Housel New York Times Best Selling Author

Featured Government leaders and experts including:

David M. Walker Former US Comptroller General of the United States, Former Trustee of Medicare & Social Security

Jason Fichtner Former Executive Director of Social Security, Executive Director of The Retirement Income Institute

Becky Swansburg Author, Nation's Leading Expert on Tax and Policy Risk

Rodney Brooks Award Winning Journalist for USA Today, Wall Street Journal, AARP

David Duley Social Security Researcher

Johnny Poulsen CFP^®, Retirement Income Planning Expert

Justin Fitzpatrick MIT PhD, CFA & CFP^® Retirement Researcher

Brian Wesbury Award Winning Economist

EVENT SPONSOR

Merkle Retirement Planning is a financial services firm based in Grimes, IA. Their team is comprised of qualified financial professionals who are passionate about helping people achieve their ideal retirement. They have agreed to sponsor this private screening of “The Psychology of Retirement” as they pursue their mission to help people in their community retire well.

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The information presented is best suited for those with over $250,000 of investable assets. 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. The content and examples shared are for informational purposes only and should not be construed as investment advice or serve as the sole basis for making financial decisions. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal financial situation. Our firm is not permitted to offer legal advice. Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC. 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.

https://www.investmentnews.com/retirement/news/most-us-adults-fear-outliving-their-money-more-than-death-251992#:~:text=If%20there's%20one%20thing%20adults,over%20across%20the%20United%20States.

*https://www.limra.com/en/newsroom/industry-trends/2023/limra-just-1-in-5-retirees-have-a-formal-written-retirement-plan/

Merkle Retirement Planning