You are cordially invited to a NAPFA Consumer Education Foundation Seminar!
Topic: “Tax Planning for Seniors”
Speaker: David John Marotta, CFP®
President, Marotta Wealth Management, Inc.
Date: Thursday, April 25, 2013
Time: 5:30-6:30 pm with Q&A session to follow
Location: The Charlottesville Senior Center,
1180 Pepsi Place, Charlottesville, VA 22901 (434) 974-7756
Details: David John Marotta discusses details of IRS form 1040 and other tax documents, how you can use your tax return to glean information about your financial habits, and ways to optimize your accounts.