Upcoming Workshops

The ALL NEW Live it Up Without Outliving Your Money

You have no choice but to take control of your financial future if you want a comfortable, enjoyable retirement. Our new workshop was created to show you how to build a portfolio that has the potential to increase your retirement wealth and keep risk in check. You'll leave with the knowledge you need to build a well-balanced retirement portfolio that can provide the kind of retirement you've always wanted!

Wednesday, May 14, 2008 6:00 PM - 8:30 PM
Federal Way Community Center, Federal Way, WA » Register Now

Saturday, May 17, 2008 9:00 AM - 12:00 PM
Claremont Resort & Spa, Berkeley, CA » Register Now

Tuesday, May 20, 2008 6:00 PM - 9:00 PM
Holiday Inn Portland Airport Hotel, Portland, OR » Register Now

Thursday, May 22, 2008 6:00 PM - 8:30 PM
Edmonds Library, Edmonds, WA » Register Now

Wednesday, May 28, 2008 6:00 PM - 8:30 PM
Mercer Island Library, Mercer Island, WA » Register Now

Saturday, June 21, 2008 9:00 AM - 12:00 PM
Bellevue Courtyard Marriott, Bellevue, WA » Register Now

Archived Online Workshops

» Live it Up Without Outliving Your Money: Smart Investments for 2008 and Beyond
Originally Presented 1/31/08.

Learn how to reduce volatility in your retirement portfolio while increasing returns. Join Paul for this fast-moving one hour session, based on his best selling book, which will focus on which mutual funds to own at Dimensional, Vanguard and Schwab. You'll also learn how to avoid critical mistakes and best ways to take money out of your retirement savings.

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