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Southwest Florida Chapter Future Meetings
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The AAII Southwest Florida Chapter presents...


"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"

    Discussed by:

    David John Marotta
    President, Marotta Wealth Management

Wealth Management is based on the principle that small changes can yield enormous gains over time. We will look at portfolio construction in the context of comprehensive wealth management, and we will see how to integrate aspects of your finances to best meet your life goals.

Attend This Meeting and Learn...
How to balance risk and return, and what risks you really should be worried about
How to boost returns through static and dynamic asset allocation
How to craft a portfolio in the midst of growing European and U.S. sovereign debt
How to integrate tax management and estate planning into your investment plan
How to order your portfolio around your life goals

  MEETING DETAILS
Date:
Thursday, February 21, 2013
Time:
2:00 p.m.    Registration
2:30 p.m.    Program
3:30 – 4:00 p.m.    Q&A
Location:
Homewood Suites
3470 Fruitville Road
Sarasota, FL 34237
941/365-7300
[ Map This Location ]

Payment:
In Advance (by 2815), Members and Family, $10/person;
Nonmembers, $12/person
At the Door (space permitting), AAII Members and Family,
$15/person;
Nonmembers, $18/person
No Refunds
Note: Seating is limited to 60 max; early registration is suggested.

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