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Paul Merriman - 12 Investment Decisions Guaranteed to Change Your Financial Future

Saturday, September 21, 2019, 9:45 AM

12 Investment Decisions Guaranteed to Change Your Financial Future In June 2017, Paul Merriman had the honor of meeting one-on-one with John Bogle in an insightful discussion about how and why Vanguard builds portfolios the way it does. Bogle's insights transformed Paul's way of thinking about investing. In his presentation he will share the highlights of that meeting. He will detail two different approaches for designing an ultimate buy & hold portfolio, review investment decisions for a $12 million portfolio, and show how investors can meet their investment needs with just two funds. Paul will wrap up by discussing how individual risk tolerance can help determine the right combination of stocks and bonds during the accumulation and distribution phases.   ABOUT THE PRESENTER   Paul Merriman is a nationally recognized expert on personal finance, mutual funds, index investing, buy-and-hold investment strategies and asset allocation. He is the founder of Merriman Inc., an investment advisory firm managing over $1.6 billion. Now retired, Merriman is dedicated to educating investors. He is the author of seven books, including “Financial Fitness Forever” (McGraw-Hill, 2011) and “Live It Up without Outliving Your Money” (Wiley, 2008). He is a regular columnist in the RetireMentors section of MarketWatch.com and produces a weekly podcast at paulmerriman.com. Merriman’s website has articles on a range of investment topics. He has written about asset class selection, asset allocation, mutual fund and ETF portfolios for Vanguard, Fidelity, Schwab, and TD Ameritrade. In 2012, Paul launched the Merriman Financial Education Foundation and is committed to promoting investor education. Location: Mercer Island Community & Event Center8236 SE 24th St.Mercer Island, WA 98040 Free parking in event center parking lot.   9:30 a.m. — Registration  9:45 a.m. — Presentation begins12:45 p.m. — Adjournment Open to the public. AAII membership is not required to attend. Each One, Bring One AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind. When you preregister, you don't need to know the name of your friend or even whether you'll invite one at all. But if you do, just have your guest show up and mention your name. It's that easy! Refunds: Contact us at least 24 hours before the event begins, and you will receive a full refund.

Tickets: https://www.eventbrite.com/e/paul-merriman-12-investment-decisions-guaranteed-to-change-your-financial-future-registration-67547888553?aff=aff0eventful

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8236 S.E. 24th St.
Mercer Island, WA 98040

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