Creating and Executing a Lifetime Investment Strategy

Montage of large silver dollar signs and gold eggs in a nest

Friday, February 10, 2023
11:30 a.m. - 1:00 p.m.

Online - Zoom



Check out this video to watch the Creating and Executing a Lifetime Investment Strategy.

Brought to you by the College of Business and Economics in partnership with the WWU Alumni Association

Retirement feels far away, doesn't it? But it's never too early to start planning. Whether you're just starting out or mid-career, your WWU Alumni Association is sponsoring an informative event about how to save for retirement. The webinar will include how to put together an investment portfolio, the best online resources for financial advice, the best retirement strategy for 99 percent of investors, three steps to take to double the returns on your 401(k) and how to keep more of your money for you and your family by doing it all yourself.

So join us! Future you will be really grateful to past you for learning these strategies!


Paul Merriman


Paul Merriman ('66)

Paul Merriman is a nationally recognized authority on mutual funds, index investing and asset allocation. After retiring in 2012 from Merriman Wealth Management, which he founded in 1983, Paul created The Merriman Financial Education Foundation, dedicated to providing investors of all ages with free information and tools to make informed decisions in their own best interest and successfully implement their retirement savings program. Learn more about Paul.

Western Washington University (WWU) is celebrating the 10th Anniversary of the Merriman Financial Education Foundation. The Foundation’s work over the past decade has made a tremendous impact by expanding access to Financial Education and Investing classes to students from disciplines across campus—not just those studying Finance. The Foundation’s support has enabled WWU to launch a new freshman seminar series on Financial Literacy, offer additional classes in Personal Investing and train K-12 teachers on how to incorporate financial education into their classrooms. 

Questions and Accommodations

Contact the WWU Alumni Association for this event. Feel free to call at (360) 650-3353 or email at if you have any questions or comments.

There will be auto-captions available for this event.