The AAII Central Florida Chapter presents...

Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management

    Discussed by:

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

Wealth Management is based on the principle that small changes can yield enormous gains over time. Marotta will describe 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 should really 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

Wednesday, February 20, 2013
6:30 – 7:00 p.m.    Registration/Social/Refreshments
7:00 – 8:00 p.m.    Program
8:00 – 8:30 p.m.    Q&A
University Club of Winter Park
841 N. Park Ave.
Winter Park, FL 32789
[ Map This Location ]
In Advance (by 2/18)
AAII Member and Family, $5/person; Nonmembers, $7/person
At the Door (space permitting) Everyone, $10/person
No Refund

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