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Who Should Attend

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This webinar is specifically designed for working Americans, aged 55 and above, who are serious about creating a retirement plan that can withstand the economic headwinds of the next 30 years. 

If you are worried about rising taxes, Social Security, Medicare, or your estate, now is a good time to get informed and set up contingency plans that will secure your retirement -- no matter what happens.  

Space is limited to the first 30 attendees. Reserve your seat now.

Before you can live the retirement you deserve, you need to make dozens of important financial decisions. From Social Security to retirement income, to healthcare expenses, estate planning, and taxes — you can’t miss steps, and you must get them right.

That is why we have developed a live educational webinar just for adults aged 55 and older. It has already helped hundreds of people across the nation, and we look forward to helping you create a comfortable retirement for you and your family.  

The New Rules of Retirement

Why You Should Attend

About Merriman Wealth

Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. We’ve grown significantly since then, now managing more than $2.4 billion in assets for clients across the country, and while we hold true to those ideals we have also come to realize that investment advice is only a small piece of the puzzle.

To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more.

During this webinar you will learn:

What the rising US National Debt can mean for your retirement

Which old-school conventions no longer work and could compromise your retirement

Strategies for managing your income, healthcare, legacy, and lifestyle

How to potentially turn more of your taxable savings into tax-free retirement income

A step-by-step process for creating your own Peaceful Retirement Plan

Join us for 60 minutes of advanced strategies and potential solutions. Using this valuable information, you will be in a better position to develop a smart plan for your retirement.

Discover the financial rules of New Retirement — and face the future with the confidence and dignity you deserve. Register to learn:

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Special Live Webinar...

How to avoid the financial mistakes that could compromise your retirement

Why you should prepare for rising taxes -- even if you expect to retire in a lower bracket

How to protect yourself from financial shocks during your most vulnerable years

Reserve Your Spot Today!