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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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October 18, 2014

Topic:
"Strategies for Pursuing Your Retirement Paycheck"
Presenters:
Christine Benz,
Director of Personal Finance, Morningstar, Inc.
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 10/14/14 - $28.00 per person
Late registration on-line 10/15/14 until 10/17/14 - $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:
With ultra-low bond yields and the ebbing away of pensions, creating a successful financial plan for retirement has never been more challenging. Morningstar director of personal finance Christine Benz will discuss how to structure a sensible, well-balanced portfolio that will provide for ongoing living expenses as well as long-term growth potential. She'll also share model in-retirement portfolios based on Morningstar's top mutual fund and exchange-traded fund picks.
Attend this meeting to learn:
  • How to arrive at a sensible asset allocation plan for your retirement portfolio.
  • How to establish a sustainable withdrawal rate and the importance of revisiting that withdrawal rate as circumstances change.
  • How to construct a portfolio that is focused on total return rather than current income only.
Reasons to attend:
  • To become familiar with the key steps to take when creating a financial plan for your retirement years.
  • To see how Morningstar's mutual fund and exchange-traded fund picks translate to an investment portfolio.
  • To understand the key ingredients that belong in every retiree's portfolio, such as inflation and longevity protection.

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Benz is also co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book's second edition, which was published in 2005. She has worked as an analyst and editor at Morningstar since 1993.

Get reservation form for October 18, 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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