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, February 7, 2009 9:00 AM - 12:00 PM
Hotel Durant , Berkeley, CA » Register Now
Saturday, February 14, 2009 9:00 AM - 12:00 PM
Crown Plaza, Irvine, CA » Register Now
Saturday, February 21, 2009 9:00 AM - 12:00 PM
Doubletree Paradise Valley Resort, Scottsdale, AZ » Register Now
Retirement Investing: What You Should Do Now!
In these turbulent times, savvy investors need to make sure they are doing the right things, and doing them now. Merriman founder Paul Merriman and broadcast host Tom Cock have teamed up to bring you a workshop that covers the most important issues that should have your attention in 2009. You’ll enjoy watching Tom and Paul play off of each other’s strengths and stories as you learn about tuning up your investment portfolio, checking your risk levels and evaluating your retirement goals and expectations. You’ll learn how to check out a financial advisor before hiring one and how to best use your advisor if you already have one. You’ll receive an informative workbook to take home, along with a free audio CD, “Conquering the Crisis,” on dealing with the current bear market. You’ll also have the opportunity to speak personally with Merriman financial advisors. This workshop is aimed at investors who are approaching retirement or already retired.
Saturday, January 24, 2009 9:00 AM - 12:00 PM
Bellevue Courtyard Marriott, Bellevue, WA » Register Now
Saturday, January 31, 2009 9:00 AM - 12:00 PM
Courtyard Marriott, Tacoma, WA » Register Now
Tuesday, February 3, 2009 7:00 PM - 8:30 PM
Courtyard by Marriott , Lynnwood, WA » Register Now
Saturday, February 7, 2009 9:00 AM - 12:00 PM
Hilton Garden Inn, Beaverton, OR » Register Now
Wednesday, February 18, 2009 7:00 PM - 8:30 PM
Silverdale Beach Hotel, Silverdale, WA » Register Now
Tuesday, February 24, 2009 7:00 PM - 8:30 PM
Snohomish Library, Snohomish, WA » Register Now
Wednesday, February 25, 2009 7:00 PM - 8:30 PM
Edmonds Conference Center, Edmonds, 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.
Send our workshop schedule to a friend
If you would like to share our workshop schedule with a friend, fill out the form below:
Note: We do not collect your name or your friend's address - it is only used for this one-time mailing. For more information, please see our privacy policy.
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.