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Live Webcast Replay

Financial Fitness Forever - Five Steps to More Money, Less Risk and More Peace of Mind


Total Credits: 3 including 3 Finance - Technical

Average Rating:
   142
Categories:
ACPEN Industry Institute |  Industry |  Partner Produced
Faculty:
Paul A. Merriman
Course Levels:
Basic
Duration:
3 Hours
License:

Dates


Description

Join Paul and learn 5 simple steps that can easily double or triple what you and your clients will have to spend in retirement or leave to children and charities.  Paul  identifies the most profitable  equity asset classes,  helps determine how much of a portfolio should be in bonds, how to select the very best performing mutual funds and figure out how to maximize  income in retirement while protecting your nest egg.  Paul will show parents and grandparents how to turn $1 a day into a $10 to $50 million retirement for their children and/or grandchildren. Presentation includes his favorite mutual funds and ETFs at Vanguard, Fidelity and Schwab.  For target date fund investors, he will show how to double long term returns with one simple move.  Paul’s goal is to help you improve your 401k choices so that you and your staff can build a more secure retirement.

Basic Course Information

Learning Objectives

*How to select the best equity investments

*How much in stocks and bonds

*How to select the best performing mutual funds

* How to take money out of investments in retirement

*How to leave a legacy to your children/grandchildren


Major Subjects

*Learn 5 simple steps that can easily double or triple what you and your clients will have to spend in retirement or leave to children and charities. 


Course Materials

Faculty

Paul A. Merriman Related Seminars and Products


Paul A. Merriman is committed to educating people of all ages to get the most from their retirement investments. In 1983 he founded  Merriman Wealth Management, an investment advisory firm in Seattle, WA.  When he retired in 2012 he established the Merriman Financial Education Foundation.  He writes a weekly column on the Retirement page of MarketWatch.com, produces a weekly podcast on paulmerriman.com and underwrites an investment class at Western Washington University.  His books include “Financial Fitness Forever” and “Live It Up Without Outliving Your Money.”  He also has 3 free e-books that are available on his website.  “First time Investor: Grow and protect your money”: “101 investment decisions guaranteed to change your financial future” and “Get smart or get screwed: How to select the best and get the most out of your financial advisor.” 


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs


Original Recording Date

04/15/2016


Yellow Book

No


Course Developer

WSCPA


Date Added to Catalog

04/11/2016


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com(972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 142

Comments

Sarah G

"This was a positive experience. I feel that the tools and concepts presented will be easy to implement. Thanks."

Rosemary C

"Very good information. Thank you."

Pamela O - xxx, Washington

"Very good presenter - passionate about teaching others what he knows"

Cathy M

"I am motivated and can't wait to implement the strategies he showed - especially distributions"

Carol E - x

"Great information. "

Gretchen P - x, Washington

"Probably the best webinar I have taken. Clearly presented and practical."

Sara M

"Wow! That was one of the best webcasts I have ever attended. Thank you, Paul!"

Eugene D - x, Washington

"very good information"

James C - x, Washington

"Great course and content. Very glad I chose it."

Amy B - Sioux Falls, South Dakota

"Loved it!"