Paul Merriman to Discuss ‘10 most Important Steps College Seniors Should take in the Next Twelve Months’ at on April 20
Retired Investment Banker Paul Merriman, a Western Washington University alumnus, will present “The 10 Most Important Financial Steps College Seniors Should Take in the Next Twelve Months” on Monday, April 20 at 4 p.m. in the Communications Facility (CF) 120 on Western’s campus.
This free presentation is open to all Western students and is part of Western’s College of Business and Economics (CBE) Professional Readiness Workshops and is presented by the ’s Center for Innovation in Education. CBE clubs Beta Alpha Psi, Alpha Kappa Psi and the Economics Association are helping to sponsor the event.
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he continues to educate investors through weekly articles at , and via free eBooks, podcasts, articles, mutual fund and ETF recommendations and more, at his website: .
In 2013, he created dedicated to providing comprehensive financial education to investors. A major project of the Foundation is funding the curriculum development and teaching of the 4-credit course, "Personal Investing" (for non-finance majors) at Western, which will become a way to fulfill part of the Quantitative & Symbolic Reasoning (QSR) GUR, beginning Fall Quarter 2014.
For more information please contact Sandra Mottner, Western Washington University associate dean of the College of Business and Economics, at sandra.mottner@wwu.eduor (360) 650-2403.