Washington D.C. Metro Chapter Future Meetings
Saturday, October, 18, 2014
Mark Your Calendar!
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"
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.
David John Marotta
President, Marotta Wealth Management; AAII Life Member
|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
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