Posted on February 12, 2013 | Local Chapters
Date: Tuesday, February 19, 2013 and Wednesday, February 20, 2013
Topic: Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management
Speaker: 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. Discussion will include tax management and estate planning as part of your overall financial situation.