“Retirement 101: The Basics and Beyond.”

Join us for an insightful evening as John Merkell, CEO of Rose Retirement Financial Services and a Certified Counsel of Financial Educators Instructor, shares his expertise on retirement planning. 

 Learn about the effects of taxes on retirement and how to minimize their impact.
 Discover the best strategies for couples to optimize their social security benefits.
 Find out how to protect your hard-earned retirement savings from inflation.
 Uncover the benefits of Roth conversions and how they can work for you.

PLUS A Special Q&A Session with John Merkel!

Whether you’re nearing retirement or just starting out on your financial journey, this seminar will provide valuable insights and strategies to help you secure your financial future. 

Mark your calendars and invite your friends and family! This is an event you don’t want to miss! 

Who should attend?
People who are nearing or at retirement age looking to learn about their social security, retirement plans, and the effect of taxes on their income.

How much does it cost?
It is FREE to attend our classes, as well as to consult with an advisor. There is nothing to purchase, however we do give away swag gifts to promote our business.

Can I bring a guest?
ABSOLUTELY! And tell your friends too…you just HAVE to register. Our space is limited and we like to keep classes small so we can provide personal attention to each attendee and address any questions or concerns that may be specific to your needs.