Bainbridge Community Foundation is pleased to invite you to our SPRING FINANCIAL EDUCATION LECTURE SERIES, hosted at the
Bainbridge Public Library, 1270 Madison Ave. N
. All events are free and registration is required. The series was developed to make individual financial and donor education resources readily available to all islanders. Please find the individual registration links and presentation descriptions, below.
Paul Merriman will answer some of the toughest questions about retirement. How much will you need to retire? How can you take more money from your investments without taking more risk? How can you avoid the most common investment mistakes retirees make? What are the pros and cons of index funds? Should you hire a financial advisor? Can low cost or free online advisors really do the job? What are the best mutual funds for retirees? Is there one fund that will take care of all a retirees financial needs?
Paul Merriman will share 12 million-dollar investment decisions you should make to maximize your investment success. With a special emphasis on investors saving for retirement, this session will highlight how to successfully launch a lifetime of thoughtful investing and financial health. Guests will learn how to get the most out of their 401k and IRA, as well as how to avoid making the most costly investment mistakes. For do-it yourself investors he will show how to eliminate the need for an advisor for the rest of your life. He will also discuss his new book, “2 Funds for Life,” which includes the two best funds for those saving for retirement.
The Tricks and Traps of Estate Planning| April 25
th
, 2019 | 7PM
REGISTER HERE
Join Paul Merriman and a panel of other professional advisors as they share tools to successfully support the people and causes you care about after you’re gone. Learn the answers to the most commonly asked estate planning questions, as well as how to avoid the most common estate planning mistakes. Learn how to use the 529 Plan to create what many professionals believe is the #1 estate planning tool. Learn how to invest $1 a day to create a $10 to $50 million retirement for your grandchild. The discussion is not just about passing valuables to heirs but also the family values. Learn how we can prepare our heirs for a family-friendly transition.
