The AAII Southeast 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. 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. Discussion will include tax management and estate planning as part of your overall financial situation.

Attend This Meeting and Learn...
How to balance risk and return, and what risks to 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
10:00 a.m.    Registration/Social/Refreshments
10:30 a.m.    Program
11:15 a.m.    Q&A
Charles Schwab
500 East Broward Blvd., Suite 101 (first floor)
Fort Lauderdale, FL 33394
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At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free

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