Saturday, May 20, 2017 from 9:45 AM to 12:45 PM

Beyond Buffett:  Everything you need to know about value investing, asset allocation and fund selection
Paul Merriman

Register via Eventbrite.com 

Learn why small- and large-cap value funds earn so much more than similar growth funds. Understand how to build a properly diversified portfolio using the best-performing equity asset classes and the right balance of bond funds. Become able to compare the risk and return of a wide range of U.S. and international fund combinations. For those in retirement, Paul will review distribution strategies ranging from 3 percent to 6 percent a year. He will also discuss how you can build your own target-date funds.

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 Investment Services, an investment advisory firm managing over $2.1 billion. Now retired, Paul is dedicated to educating investors. He is the author of seven books including “Financial Fitness Forever” and “Live It Up without Outliving Your Money!” He is a regular columnist in the RetireMentors section of MarketWatch.com and produces a weekly podcast at paulmerriman.com. His website has articles on asset class selection, asset allocation, mutual fund selection and recommended mutual fund and ETF portfolios for Vanguard, Fidelity, Schwab and TD Ameritrade. In 2012, he launched the Merriman Financial Education Foundation.

Register via Eventbrite.com 

Attend this seminar to learn:
  • Multiple ways to add meaningful additional returns to portfolios without taking more risk.
  • Simple steps to make sure you have chosen the right funds or ETFs.
  • Options for maximizing retirement distributions without fear of running out of money during your lifetime. 

Date:    Saturday, May 20, 2017 

Time:    9:15 a.m.—Doors Open
                9:45 a.m.—Presentation begins
              12:45 p.m.—Adjournment


In Advance: (postmarked by 5/15 or online by 5/18)

Register via Eventbrite.com 

Register via postal mail-in form

Please send a contribution of ANY AMOUNT of your choice for each person who will attend. The more you contribute, the better the speakers we can bring you.

At the Door: 

Space permitting, maximum 200.  We accept a contribution of any amount at the door for each person who attends.


Contact us at least 24 hours prior to the meeting for a full refund.

Location: Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545

Map This Location ] 

AAII (American Association of Individual Investors)
National Chapter Home Page

Welcome to the Web site for the Puget Sound Chapter of the American Association of Individual Investors.
Since you are on this web page, could you tell us if you found the information you were looking for, and was it helpful? 
Questions or Comments

We are a grass-roots, non-profit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.
American with Disabilities Act (ADA) COMPLIANT
Questions or Requests


Future Speakers Previous Speakers