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American Association of Individual Investors

Washington, DC

Investment Education for the Individual Investor

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October 16, 2010

Presenter:
Bob Carlson, JD, CPA
Editor, Retirement Watch
Topic:
"Key Personal Finance Issues for 2010-2011"
Location:
Courtyard by Marriott - Alexandria Pentagon South
4641 Kenmore Avenue (at 395 and Seminary Road)
Alexandria, Virginia 22304
Telephone: 703-751-4510
Note: Parking at the hotel is free.
Free shuttle service from Reagan National Airport Metro Stop is provided by the hotel.
Go to National Airport baggage claim, door #5.
Cost:
Advance registration by mail, or on-line until 10/12/10 - $25.00
Full registration on-line 10/13/10 until 10/15/10 - $30.00
At the door registration, space permitting - $30.00
Schedule:
Registration/Continental Breakfast - 9:00 a.m.
Program: 9:30 a.m. to 11:30 a.m.

Details:
Changes are underway in key areas of retirement finance and retirement planning. The top issues that will be covered in this talk include IRA management (including conversion of traditional IRAs to Roth IRAs), the new investment climate, estate taxes and estate planning, income tax planning, and financing retirement medical expenses. Attend this meeting to learn:
  • Little-known benefits and traps in IRA conversions.
  • How to manage your portfolio in today's economy and markets.
  • How income tax planning is changing for 2010 and 2011.
Reasons to attend:
  • To learn the four portfolio strategies that consistently work.
  • To learn whether converting to a Roth IRA is appropriate for you.
  • To learn why you might want to change your income tax planning strategies.

Bob Carlson is editor and publisher of the monthly newsletter Web site Retirement Watch and managing member of Carlson Wealth Advisors. His latest book (with Eric Tyson) is Personal Finance for Seniors for Dummies. Other books include The New Rules of Retirement and Invest Like a Fox…Not Like a Hedgehog.

Get reservation form for October 16, 2010 Meeting
see map


September 11, 2010

Presenter:
David John Marotta, CFP
President of Marotta Wealth Management and AAII Life Member
Topic:
"Where in the World Should You Invest?"
Location:
Courtyard by Marriott - Alexandria Pentagon South
4641 Kenmore Avenue (at 395 and Seminary Road)
Alexandria, Virginia 22304
Telephone: 703-751-4510
Note: Parking at the hotel is free.
Free shuttle service from Reagan National Airport Metro Stop is provided by the hotel.
Go to National Airport baggage claim, door #5.
Cost:
Advance registration by mail, or on-line until 09/07/10 - $25.00
Full registration on-line 09/08/10 until 09/10/10 - $30.00
At the door registration, space permitting - $30.00
Schedule:
Registration/Continental Breakfast - 9:00 a.m.
Program: 9:30 a.m. to 11:30 a.m.

Details:
Some investment advisors believe that a majority of your one's assets should be invested outside of the United States. Agent and broker conflicts of interest and familiarity bias hinder most investors from following this advice. Most individual investors lack a coherent philosophy which directs them to the right countries in the right amounts at the right time to benefit fully from this strategy. This presentation will suggest a simple and adaptive global equity strategy. Attend this meeting to learn:
  • What factors correlate best with a country's market appreciation.
  • The current status of these factors with regard to global markets, and which countries to overweight which countries to underweight in your portfolio.
  • How to blend these investment vehicles into a coherent global investing philosophy.
Reasons to attend:
  • The United States market appreciation can be expected to lag other countries, and if that is true, inclusion of foreign equities will boost returns.
  • An emphasis on countries with stronger growth may boost returns even more.
  • Investors need an investment philosophy which is both simple and adaptive.

David John Marotta, is President of Marotta Wealth Management, Inc. A graduate of Stanford University, Marotta has been published or quoted on financial matters in many major publications including The Washington Post, The LA Times, The Miami Herald, Dow Jones Newswire, Dow Jones MarketWatch, Fidelity Wealth Management Perspectives, Investment Advisor Magazine, NAPFA Planning Perspectives, The Virginia Institute, The Jacksonville Business Journal, and The Charlottesville Business Journal.

Get reservation form for September 11, 2010 Meeting
see map




Next Investor Workshop


Details to Be Announced

Chapter Officers

  • President:
     Peter Chandler
  • Vice President:
     Joseph Croman
  • Secretary:
     Wilbert Nixon
  • Treasurer:
     Gloria Loew


Board of Directors

  • Atul Agrawal
  • Robert Bigrigg
  • Bernard Cohen
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Joy Garrish
  • Vas Madhava
  • Carroll Towey
 
 

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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