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Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC

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September 20, 2014

Topic:
"Seven Advisor Strategies That You Should Be Doing Now"
Presenters:
David John Marotta,
President of Marotta Wealth Management and AAII Life Member
Location:
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Map
Cost:
Advance registration by mail, or on-line until 09/16/14 - $28.00 per person
Late registration on-line 09/17/14 until 09/19/14 - $33.00 per person
At the door registration, space permitting - $38.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:

David John Marotta is President of Marotta Wealth Management, Inc., a fee only comprehensive wealth management firm. A graduate of Stanford University, Marotta writes a weekly financial column and daily financial blog at marottaonmoney.com and has been published or quoted on financial matters in many major publications.

Attend this meeting to learn:
  • How your investment choices that can boost returns
  • How dynamic asset allocation changes can boost returns.
  • How tax planning techniques can boost after tax returns.
Reasons to attend:
  • Investors need an investment philosophy that is both simple and adaptive.
  • There's more to be gained by asset allocation than stock picking.
  • The next five years may be one of the times when a strong tilt toward specific sectors or countries may provide superior long-term returns.
  • Tax management may be the most critical component of wealth management.

David John Marotta is President of Marotta Wealth Management, Inc., a fee only comprehensive wealth management firm. A graduate of Stanford University, Marotta writes a weekly financial column and daily financial blog at marottaonmoney.com and has been published or quoted on financial matters in many major publications.

Get reservation form for September 20, 2014 workshop




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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew


Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams
 
 

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


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