Upcoming Workshops
Are You Ready to Retire?
The innovators at Merriman have designed a brand new workshop to help guide you from work to retirement. “Are You Ready to Retire” will provide you critical information on Social Security, Long-Term Care, and the best ways to create income in retirement. This free workshop will also show you how to create a retirement portfolio, what you should do with your pension and what documents you need to keep handy. You’ll also discover how to deal with the emotions of leaving the workplace and get advice on what you should look for in a financial advisor.
Saturday, December 6, 2008 9:00 AM - 12:00 PM
Courtyard Marriott, Tacoma, WA » Register Now
Retirement Investing for Turbulent Times
If this year’s bear market has you concerned about your retirement savings, help is on the way. In a free workshop this fall, you can learn the keys to building wealth in the good times and protecting your life savings during the tough times. “Merriman on Money: Retirement Investing for Turbulent Times” will show you how to use Nobel prize-winning strategies and low-cost no-load mutual funds to make your money do the most for you. There’s no need for any active trading or predicting the markets. Led by Merriman educators, our workshop will show you how to turn your portfolio into enough sustainable income to provide a happy and successful retirement. This workshop is designed for people who are retired or seriously accumulating savings in order to retire. Each workshop will last about two and a half hours. You’ll have an opportunity to get your questions answered by the presenter or a Merriman advisor.
Saturday, November 22, 2008 9:00 AM - 12:00 PM
The Doubletree Paradise Valley , Scottsdale, AZ » Register Now
Tuesday, December 2, 2008 6:00 PM - 9:00 PM
Crowne Plaza North Dallas Near the Galleria , Addison, TX » Register Now
Wednesday, December 3, 2008 6:00 PM - 9:00 PM
Marriott Houston West Loop by The Galleria, Houston, TX » Register Now
Saturday, December 6, 2008 10:30 AM - 1:30 PM
Merriman Berkman Next, Seattle, WA » Register Now
Online Workshops
»The 45 Minute Retirement Portfolio
From May 29, 2008
Join radio and TV host and Merriman Educator, Tom Cock, to learn how to build a long-lasting nest egg, how to meet your personal financial goals, and how to avoid critical mistakes in your 401(k). This live online event includes specifics on how you can build your personal best retirement portfolio using strategies dating back to 1970.
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Free Initial Consultation
Interested in meeting with one of our financial advisors for a review of your financial goals?
Index Portfolios
Do index mutual fund portfolios work? Read how an index portfolio made more than Warren Buffet, Bill Miller and major indexes during the past 10 years.