Join us for a conversation with Paul Merriman of Seattle, WA. He will demonstrate how allocating the appropriate percentage of equity and fixed Income will produce the best return within an investors risk tolerance. He will provide strategies to maximize retirement withdrawals without running out of money and how to select the best glide path for the rest of their life. His investment recommendations can be applied to small, medium and large nest eggs for a range of aggressive, moderate and conservative investment objectives. He will show how a simple 10% change in your portfolio can add a million dollars to what retirees have to spend and leave to charities and children.
Paul is a nationally recognized authority on mutual funds, index investing and asset allocation. After retiring in 2012 from Merriman Wealth Management, a Seattle-based investment advisory firm he founded in 1983, Paul created The Merriman Financial Education Foundation, dedicated to providing investors of all ages with information and tools to make informed decisions in their own best interest and successfully implement their retirement savings program.
Paul is author of eight books, including, We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement; Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind; Live It Up Without Outliving Your Money, and a “How to Invest” series. He writes a regular column for Marketwatch.com and a semi-monthly newsletter for a subscriber base of more than 30,000 investors, along with producing an award-winning weekly podcast, “Sound Investing,” and many videos. Through his website (paulmerriman.com) he provides investors recommended mutual fund and Best-In-Class ETF portfolios at Vanguard, Fidelity, Schwab and M1. His latest planning tool is the Merriman Lifetime Investment Calculator. He has led more than 1,000 investor workshops and has been a featured guest on national TV shows and many investment-related podcasts. In 2021, Paul was awarded the American Association of Individual Investor’s James Cloonan Award for “Excellence in Financial Education.”
With the exception of a few books for sale, the profits from which help support the work of the Foundation, all resources are free at paulmerriman.com.
If you have preliminary questions for the speaker, please send to Program Coordinator Faisal Kaud at fakaud@wisc.edu or Kathy Zweifel at kazweife@wisc.edu, by Tuesday, March 8.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Friday, March 11.
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
