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Next Meeting

September 17, 2016

Topic:
"Seeking an Extra Hundred Basis Points After Tax"
Presenter:
David John Marotta
CFP®, AIF®, AAMS®; President of Marotta Wealth Management
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 09/13/16 - $35.00 per person
Late registration on-line 09/14/16 until 09/16/16 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM
Details:
Receiving an extra hundred basis points (1.0%) over your working career would allow you to retire 7 years earlier or 50% richer. Learn how to bring that value and more to your own investments.
Reasons to attend:
  • Learn how to find the efficient frontier for common asset categories.
  • Learn the optimum asset location and the use of Roth conversions to minimize taxes.
  • Learn how to use forward P/E ratios to dynamically tilt toward undervalued categories.

David Marotta, President of Marotta Wealth Management, develops the strategy for the organization, leads the management team, and spearheads the unique investment philosophy of the firm. He authors a financial column and has been a guest speaker for the American Association of Independent Investors (AAII) and NAPFA's Consumer Education Foundation. He is also a life member of AAII. Marotta earned a Master's degree in Computer Science from the University of Oregon and a B.A. in Philosophy and Electrical Engineering from Stanford University.

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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Steven Arquiette
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • 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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