News & EventsNews

Free Financial Education Workshops

April 10, 2018

blog photo  Bainbridge Community Foundation is pleased to invite you to our SPRING FINANCIAL EDUCATION LECTURE SERIES, hosted at the Bainbridge Island Museum of Art Auditorium.  All events are free and registration is required.  These lectures were developed to help make individual financial and donor education resources easily available to all.  Please find the individual registration links and presentation descriptions, below.

10 Simple Steps to Double Your 401(k) Returns, with Paul Merriman

April 26, 2018 | 6 - 8 PM | REGISTER HERE

Highly esteemed financial education author and lecturer Paul Merriman will help put investing tools in your pocket.  This presentation is aimed at investors 25 to 55 years of age.  Participants will learn how to select the best performing mutual funds in your 401(k), when to add bonds to the portfolio, and how to double the returns of target date funds with one simple step. You will learn:
  • How to avoid the most costly investment mistakes
  • How to use your IRA to get more out of your 401(k)
  • How to know when you have enough to retire

Estate Planning & The New Tax Law: Strategies For Today and an Intentional Future, with Jeanne Goussev and Kristi Mathisen

May 3, 2018 | 6 - 7:30 PM | REGISTER HERE

Deciding what happens to your assets when you are gone is a difficult decision.  Add to that the complexities of tax law changes and it is no wonder why more than half of Americans don’t have an estate plan.  Please join us as Jeanne Goussev and Kristi Mathisen of Laird Norton Wealth Management help to demystify estate planning and the new tax law provisions that could impact you today and in years to come.  This event is co-hosted with the Bainbridge Island Museum of Art. You will learn:
  • What an Estate Plan Can Help You Do
  • How to Make Your Intent Known – Will and Essential Documents
  • How to Navigate and Utilize Recent Tax Law Changes

Life Changing Investment Decisions for those close to or in Retirement, with Paul Merriman

May 10, 2018 | 6 - 8  PM | REGISTER HERE

Respected financial education author and lecturer Paul Merriman will help investors 55 to 80 years of age make decisions that impact their lifestyle today.  Participants will learn to build their personal best combination of stocks and bonds to maximize income, minimize risk and leave more to children and charities. You will learn:
  • How to get the most out of your investments in retirement
  • How to avoid making the most common investment mistakes made by retirees
  • How much you can spend in retirement

Launching a Strong Financial Future for Young People, with Paul Merriman

May 17, 2018 | 6 - 8 PM | REGISTER HERE

Educator and lecturer Paul Merriman will help set a strong footing for young investors 16 to 25 years of age.  Participants (hopefully along with a parent or grandparent) will learn how to make smart investment decisions that will change the rest of their life.  Of course, regardless of age, any first time investor will benefit from this presentation. You will learn:
  • How the stock and bond markets can work in your best interest
  • How to make one decision that will make you a successful investor for life
  • How to avoid investment mistakes that cost young investors millions
The 2018 Spring Financial Education Series is co-presented by the Merriman Financial Education Foundation.