Strategies for Financial Success

Including Three Simple Steps to Retiring with Millions

Cropped view of a light-skinned male holding a burlap bag with a large dollar sign on it.

Event Details




Online: Zoom

In-Person at WWU:
Biology Building, Room 234



Brought to you by:

College of Business and Economics, Finance Program, Merriman Financial Literacy Program, The Foundation for WWU & Alumni


Worried about the economy? WWU alumnus Paul Merriman ('66) can help. He has a passion for helping others achieve financial freedom. His foundation, The Merriman Financial Education Foundation, collaborates regularly on programs with the College of Business and Economics. He has also helped Western create the Merriman Financial Literacy Program, which launched earlier this month.

As part of the presentation, Paul is going to bring 100 lottery tickets for the Power Ball drawing. If one of the tickets is a winner, everyone in attendance in-person will have a percentage of the winnings.
Merriman will have advice on how to manage student debt, how to start working toward your financial goals even on a limited paycheck, and how to work your way toward retiring with millions—without having to win the lottery!


Paul Merriman is a light-skinned male. He has short gray hair and a gray beard. He smiles warmly and wears wire-rimmed glasses, beige suit, and blue shirt.

Paul Merriman ('66), Speaker

Paul Merriman is a nationally recognized authority on mutual funds, index investing and asset allocation and 1966 alumnus of Western Washington University.
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. 

Paul is author of eight books, including, We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement; Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind; Live It Up Without Outliving Your Money  and the “How To Invest” series. 

Paul is also the founder of financial literacy efforts at Western, and inspires the work of the Merriman Financial Literacy Program, which helps students improve their money management skills and financial wellness through multiple channels. 

Learn more about Paul and his foundation.

Accommodations and Other Details

If you have questions about this event, please contact The Foundation for WWU & Alumni by calling (360) 650-3353 or emailing

Advance notice for disability accommodations and special needs is greatly appreciated. Please indicate your special needs on the registration form. There will be auto-captions available for the Zoom webinar.

Limited paid parking is available in the C lots at the south end of campus and in lots 6V and 7G at the north end of campus. Western provides comprehensive parking details—including lot locations, applicable fees, and campus map.