Washington D.C. Metro Chapter Future Meetings
Mark Your Calendar!

Saturday, October, 18, 2014
Speaker: Christine Benz, Director of Personal Finance, Morningstar, Inc.
Topic: “Strategies for Pursuing Your Retirement Paycheck”

The AAII Washington D.C. Metro Chapter presents...

Seven Adviser Strategies That You Should Be Using Now

    Discussed by:

    David John Marotta
    President, Marotta Wealth Management; AAII Life Member

Comprehensive wealth management is based on the idea that small changes can have great value over time. We will look at the seven strategies financial advisers use to earn additional returns for their clients and adviser fees for themselves. The presentation will include a discussion on dynamic asset allocation strategies, tax planning techniques and investment philosophy and choices that can boost returns.

Attend This Meeting and Learn...
About investment choices that can boost returns
About dynamic asset allocation changes that can boost returns
About tax planning techniques that can boost aftertax returns

Saturday, September 20, 2014
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m. - 12:30 p.m.    Program
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
[ Map This Location ]
Advance Registration (by 9/16), $53/person Late Registration (after 9/16), $58/person Walk-In (At the Door) Registration (Space Permitting), $63/person We encourage everyone to register online for meetings and pay related fees via our local website at http://www.aaiidcmetro.com.
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  Special Interest Groups (SIGs)


Computerized Investing Special Interest Group (CISIG)
Location: In September, CISIG will meet at 10:00 a.m. at the Great Falls Community Library, 9830 Georgetown Pike, Great Falls, VA 22066.
The CISIG generally meets on the fourth Saturday of the month. For more information, go to www.aaiidcmetro.com. Interested parties may contact Vas Madhava at vas@pobox.com or Ron Spieker at tip001@verizon.net or 703/671-1346.

Maryland Investment Special Interest Group (MISIG)
Location: Bethesda Library: 7400 Arlington Road, Bethesda, MD 29814
The MISIG generally meets on the third Wednesday of each month at 7:30 p.m. For more information, go to www.aaiidcmetro.com. If you have a question, you may contact Sondra Katz at sondrakatz@yahoo.com or Ferd Hassler at fhassler@aol.com.

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