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
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.
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.
Saturday, May 20, 2017
Time: 9:15 a.m.—Doors Open
9:45 a.m.—Presentation begins
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.
AAII (American Association of Individual Investors) Location:
Mercer Island Community and Event Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
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