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A free
retirement workshop with Paul Merriman
Why attend a Paul Merriman workshop?
Paul Merriman's workshops are educational, entertaining
and life changing. That may sound dramatic but many people come out of his
sessions understanding, for the first time, how investing really works and
how they can retire successfully.
Questions answered:
MUTUAL FUND SELECTION
In this segment you will learn the answers to the following
questions:
- How do
I select the best performing funds?
- How do
you evaluate the track record of a mutual fund?
- Which
funds should I use at Vanguard, Fidelity, T Rowe Price and Schwab?
- Which
are the best funds to maximize my asset allocation?
- Which
is the best fund family?
- What
is the most reliable source of mutual fund information?
Taking distributions
in retirement
In this segment, you will learn the answers to the following
questions:
- How do
I know when I have enough to retire?
- How
much can I safely take out of my investments in retirement?
- How
can I take out more money without taking more risk?
- Should
I take retirement distributions monthly, quarterly, annually, or as I need
them?
- I’m a
saver and my spouse is a spender.
This difference has caused challenges in how much we take out of
our investments. Is there a
compromise that will make both of us happy?
- My
spouse leaves all the investment decisions to me. How can I get him/her to understand the
process so he/she will be familiar with the process if I die first?
- Should
my social security and pension be considered part of my bond portfolios in
designing my asset allocation?
- What
are the best bond funds for monthly income?
- Should
I take money from my fixed-income or equity holdings?
FINE TUNING YOUR ASSET ALLOCATION
In this segment you
will learn the answers to the following questions:
- Should
I have my money in bonds so I don’t take any risk?
- How
can I determine my risk tolerance?
- How
much of my portfolio should be in stocks and how much in bonds?
- I’m a
conservative investor. What can I
do to increase my returns without taking more risk?
- I
believe in buy and hold but I don’t want to sit though another 2000-2002
bear market. What can I do?
- How
can I determine how to get the highest return within my risk tolerance?
- How do
I achieve the return I need at the lowest risk?
- How
can I get higher returns at less risk?
THE ULTIMATE BUY AND HOLD STRATEGY
In this segment you will learn the answers to the following
questions:
- Should
my bond portfolio be over weighted to long term or short term bonds?
- How
much of my portfolio should be in large cap funds?
- How
much of my portfolio should be in small cap funds?
- How
much of my portfolio should be in growth funds?
- How
much of my portfolio should be in value funds?
- How
much of my portfolio should be in international funds?
- How
much of my portfolio should be in U S funds?
- How
much of my portfolio should be in REITs, commodity, or gold funds?
Upgrading your
retirement portfolio
In this segment, you will learn the answers to the following
questions:
- How do
I make changes in my portfolio to make it more productive?
- I’m
sitting on far too much cash that I know should be invested. What’s the best way to get my portfolio
properly invested?
- What
do I do with stocks that have a big capital gains tax if I sell?
- I
enjoy following the market and making some trades. How much of my portfolio is okay to
trade for the fun of it?
- What
changes should I make in my 401(k) so that I can retire sooner?
- My
company allows me to move my 401(k) to an IRA after 59 ½ even though I’m
still working. Should I do it?
- Should
I leave my 401(k) with my company after I retire?
- How
often should I rebalance my portfolio?
- How
should I invest my emergency money?
View the schedule of upcoming workshops here
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