Investment firm founder speaking May 20 at WWU

The Bellingham Business Journal

Western Washington University alumnus Paul Merriman, founder of the Merriman investment firm in Seattle, will speak on personal-finance strategies at 5:30 p.m., Thursday, May 20 at the Academic Instructional Center Building room 210 on Western’s campus. His firm manages more than $1 billion in investments for clients across the country.

The presentation is free and open to the public.

During his presentation, which is sponsored by Western’s Financial Management Association,

Merriman will cover areas of personal finance that include:

  • Whether to pay off your student loan as soon as possible or as slowly as possible
  • Four books every first-time investor should read
  • How investing really works
  • How to avoid the most common mistakes first-time investors make
  • Where you can find investing information you can trust
  • How to get the most out of a 401(k)
  • How to retire at age 55 in three easy steps

Merriman has been widely quoted in many national publications, including Money Magazine, U.S. News and World Report, Kiplinger’s Personal Finance, USA Today, Barron’s, Business Week, The Wall Street Journal, Investor’s Business Daily, and Forbes. He has been a special guest on national television shows including “Wall Street Week” and “Nightly Business News,” and other financial talk shows on CBS, CNBC, and CNN.

Merriman has also written several books on personal finance, including his most recent book, “Live it Up Without Outliving Your Money!”

“[Merriman] has a true passion for educating people about managing their personal finances,” said Jonathan Dunning, president of Western’s student-run Financial Management Association. “I would encourage anyone with an interest in personal finance to attend.”

Merriman graduated from Western in 1966 with a degree in finance and recently received a distinguished alumni award from Western’s College of Business and Economics.

For more information, contact Dunning at (425) 417-1093 or dunninj@students.wwu.edu.

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