Western Insights: Planning Your Finances, Eyeing Retirement

Montage of silver dollar signs and the word retirement highlighted in green marker

Friday, April 1, 2022
12:00 - 1:00 p.m.

Online - Zoom



Check out this video to watch the Western Insights - Planning Finances Eyeing Retirement

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

In our next Western Insights, we will be focusing on financial planning – including retirement planning, no matter how close or far away that might be.

While the past two years have brought about many changes and heightened uncertainty, this topic is timeless. Financial literacy is important no matter who you are. And the need to understand how to think about money over time was crucial before the pandemic… and may be even more so now.

We’ve all wondered about the constantly emerging economic conditions over the last two years and the dramatic changes in home prices or stock prices. How should that affect your thinking about retirement, if at all? How do you what is the right long-term path.

In this session of Western Insights, we will bring together experts who will share their thoughts on the current landscape and the varying strategies that you may consider. The session will begin with WWU faculty interviewing and interacting with Paul Merriman. Paul founded Merriman Wealth Management in 1983 and later created the Merriman Financial Education Foundation. He will share ideas from his decades of experience and knowledge about both financial literacy and investment management.

The panel will help wash away some of the mystery around investing for retirement, how to construct a well-diversified portfolio, and more. They will help you sift through all the marketing so you can focus on what is important to you. And they will talk about how to think about the resurgence in inflation and all the uncertainty in the world today.

Western Insights is an online panel series created to provide the broader region, Western alumni, friends, and students with access to information on current events drawing from the University's nationally respected experts. This series is offered entirely online and is open to everyone.

Watch previous Western Insight sessions online at https://alumni.wwu.edu/past-events

Event Speakers

Paul Merriman

Paul Merriman

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. Click here to learn more about Paul.

Pam Whalley

Pam Whalley

Pam Whalley serves as director of the Center for Economic and Financial Education at Western Washington University. As director, she presents teacher training workshops and community outreach programs on economics and personal finance topics to educators across the state.  Pam is currently Education Chair of the Financial Education Public-Private Partnership. FEPPP is charged by the legislature with increasing the level of financial capability of Washington’s K-12 students. In this capacity, she coordinated the first K-12 district wide rollout of financial education in the state, presents and coordinates educator professional development including the training of mentor teachers, and collaborated with OSPI in the development of Washington’s K-12 standards in personal finance. She is the author of two financial education books, Financial Fitness for Life Parent’s Guide K-5 and the Financial Fitness for Life Parent’s Guide 6-12. This spring, she completed another work, Making Financial Education Inclusive to All Students: Conversations with Master Educators. She is also the Washington coordinator of the Security Industries Foundation’s Stock Market Game™.

Dr. Hart Hodges

Dr. Hart Hodges

Dr. Hart Hodges is Co-Director of Western's Center for Economic and Business Research. He received his Ph.D. in Economics in 1994 from the University of Washington. He joined the faculty at Western in the Fall of 2000. His research interests include natural resource and environmental economics, health economics, and applied business economics. Hart is currently managing several research projects and public service efforts with an emphasis on economic development.

Questions and Accommodations

Contact James McCafferty for this event. Feel free to email at James.McCafferty@wwu.edu or call (360) 650-2414 if you have any questions or comments.

There will be auto-captions available for this event.