The AAII Puget Sound Chapter presents...

"Financial Fitness After 50"

    Discussed by:

    Paul Merriman
    Founder, Merriman LLC

Paul Merriman, founder of Merriman LLC, has committed his retirement to educating and empowering do-it-yourself investors. In this presentation, Merriman will share the most important investment lessons from over 50 years of investing experience. He will discuss the steps that should lead investors to making more money, with less risk and greater piece of mind. He will cover information that is important to investors who use either buy and hold or market timing strategies. Plus, he will explain how he builds his portfolios at Vanguard, Fidelity and T. Rowe Price.

Attend This Meeting and Learn...
10 ways to make more money with less risk
How to select the best-performing funds
10 guarantees every investor should know

Wednesday, May 15, 2013
6:30 p.m.     Registration/Social
7:00 to 9:00 p.m.    Program
Community Center at Mercer View
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
[ Map This Location ]
In Advance (postmarked by 5/13)
Please send a contribution of any amount of your choice for each
person who will attend. The more you contribute, the
better speakers we can bring you. Please note new
registration address.
At the Door space permitting, maximum 200
Contributions will be accepted by cash, check or money order.
Refunds, Contact us at least seven days prior to the meeting for
a full refund.

Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


South Sound Subgroup
Next meetings: Saturdays, April 27 and June 22, 2013. April topic: Annuities, Life Insurance and Long-Term Care Insurance with speaker from the Washington Insurance Commissioners Office. Meets quarterly from 10 a.m. to noon, at Lakewood Library, 6300 Wildaire Road SW. Contact: John Lunkes at, 253/312-1695

Eastside Subgroup
Meets on the second Tuesday of the month (except during July and August) at 7:00 p.m. in an Eastside library conference room. Subscribe to the subgroup email list for details by emailing
Contact: Jim Shaw at

Mill Creek Subgroup
Plans to meet on the first Tuesday of each month at 7:00 p.m. in the Lynnwood
Library, 19200 44th Avenue West. Contact: Lowell Wickman at to sign up.

NEW: Stock Investor Subgroup
Topic: How to Get the Best Asset Allocation, presented by Lowell Wickman. Sunday, June 2, 2013. Doors open: 1:45 p.m., meeting begins: 2:00 p.m. at Beacon Hill Library, 2821 Beacon Ave. S., Seattle. Free parking, or take light rail to Beacon Hill Station (1 block away). No registration is necessary.
Contact: Brian Livingston at or 206-355-0920.

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