Free Online Programs: Financial Education Series
National Experts Share What You Need to Know for a More Financially Stable Future
Financial literacy is empowering—yet good, practical education about financial management is too often out of reach for people, especially those with limited incomes. Former BCF Board Member Paul Merriman—founder of The Merriman Financial Education Foundation—has dedicated his retirement to providing free trainings to all ages about how to secure a more stable financial future. On behalf of BCF, every year Paul organizes free virtual events with speakers who are nationally renowned experts in their fields in order to help educate our community on how to better plan for our futures. These events focus on all ages and levels of financial literacy, including youth, first-time investors who are still in the workforce, and those who have just entered retirement. Learn more below!
Your Top Retirement Questions, Answered with Christine Benz [CLICK TO VIEW]
Join Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, for answers to seven of the biggest questions facing those entering or in retirement. Learn the latest research on how much you need to retire and safe withdrawal rates, best portfolios for your risk tolerance and need for return, best fund selection, best sources of income in retirement, how to minimize taxes in retirement and much more. Christine will be interviewed by Paul Merriman, and she will leave plenty of time for your questions.
Understanding the Pros and Cons of Annuities with Stan the Annuity Man
Stan Haithcock, also known as “Stan the Annuity Man,” is recognized as one of the top independent annuity agents in the United States. Stan has authored seven books on annuities—all free on his website—and has produced over 1,000 educational videos on YouTube. He offers free annuity calculators that help investors get the highest guaranteed contractual payout. His goal is to help do-it-yourself investors understand how annuities work and to protect them from costly mistakes.
Maximizing Your Returns: Time-Tested Strategies for Investors of Every Age [DOWNLOAD PDF MATERIALS HERE]
Paul Merriman, Marketwatch.com columnist, author of eight books including “We’re Talking Millions! 12 Simple Ways to Supercharging Your Retirement,” and producer of award-winning podcast, “Sound Investing.” He was named "Educator of the Year" in 2021 by the American Association of Individual Investors. In this presentation, Paul shares simple strategies designed to help investors get better rates of return while lowing risk. This information will be useful to first-time investors as well as retirees.
For recordings of previous presentations, click here.
