David John Marotta speaking on wealth management at the January meeting of the Senior Statemen of Virginia.
David John Marotta, CFP(r), AIF(r), is president of Marotta Wealth Management and an American Association of Independent Investors Life Member. He is a graduate of Stanford University and president of Marotta Wealth Management, a fee-only financial planning firm with offices in Charlottesville and Richmond, Virginia. David is the author of a weekly financial column, “Marotta on Money,” and a well respected leader in the financial industry. He has appeared in publications including The Washington Post, the LA Times, Money Magazine, Dow Jones MarketWatch, Financial Planning Magazine and the Central New York Business Journal, and is a monthly guest on the Rob Schilling Show of Charlottesville’s WINA. David is a frequent speaker on topics including preparing for college expenses, investing, taxes and retirement planning at the Consumer Education Foundation of the National Association of Personal Financial Advisors and American Association of Independent Investors.
In today’s presentation David reminds us that thoughtful wealth management is more than just maximizing net worth. It also gives us the best chance of meeting our life goals. Wealth is only valuable because it helps us make a significant impact on our world. It doesn’t give us meaning. Retirement therefore isn’t an age; it is the state of being financially independent. The goal is to have enough money to be able to achieve the success and significance in life that you desire. A holistic approach to wealth management builds your finances around your core values.
Mr. Marotta spoke at the January 12, 2011 meeting of the Senior Statesmen of Virginia. The meeting was held at The Charlottesville Senior Center. Following the presentation, questions were taken from the audience. The program was moderated by SSV member Charles Smith.
In the fall of 2010, the Senior Center offered one of Rick’s programs entitled “Virginia History 101.” Running from October 7th through November 18th, this six-session lecture series was designed for those interested in Virginia’s fascinating early history. The series focused on some of the big topics that dominated the Old Dominion’s first two centuries, including, Native Virginians, Tobacco, Slavery, the Revolution, George Washington’s Presidency, and Jeffersonian Architecture. The series was followed with a travel session where participants experienced Virginia history first hand.
The lecture for November 11th, “Jeffersonian (or Federal) Architecture,” was presented by Ed Lay, the Cary D. Langhorne Professor Emeritus of Architecture at the University of Virginia. A veritable font of architectural knowledge on the Old Dominion, Professor Lay has also taught abroad in Edinburgh and Vicenza. After a brief description of the differences between Georgian and Jeffersonian period architecture, Lay familiarizes the audience with the many structures designed by our third president, Thomas Jefferson–who introduced neoclassicism to the United States–as well as the many central Virginia homes influenced by his beautiful creations.
This is the sixth and final part for this series for 2010.
Click here to listen to all six lectures in this series:
* December 2, 2010 – The Monacan Nation – Rick Britton
* December 9, 2010 – Tobacco, The First Cash Crop – Susan Kern
* December 16, 2010 – Foodways of the Enslaved – Leni Sorensen
* December 23, 2010 – The Yorktown Campaign – Ed Lengel
* December 30, 2010 – Washington’s Presidency – David Hoth
* January 6, 2011- Architecture in the Jeffersonian Period – Ed Lay
In the fall of 2010, the Senior Center offered one of Rick’s programs entitled “Virginia History 101.” Running from October 7th through November 18th, this six-session lecture series was designed for those interested in Virginia’s fascinating early history. The series focused on some of the big topics that dominated the Old Dominion’s first two centuries, including, Native Virginians, Tobacco, Slavery, the Revolution, George Washington’s Presidency, and Jeffersonian Architecture. The series was followed with a travel session where participants experienced Virginia history first hand.
The November 4, 2010 talk, “George Washington & His Presidency,” was delivered by David Hoth, Editor of the Papers of George Washington (both the Revolutionary Series and the Presidential Series), and a former Editor of the papers of Presidents James K. Polk and Andrew Jackson. Using his extensive knowledge of both Jackson and Washington, Hoth commences with some interesting “compare and contrast” anecdotes. Both Presidents had gained fame as military commanders–and Jackson saw himself as a “Washington-like” hero–but George Washington exhibited much more control and restraint, and his political abilities have been greatly underestimated. Washington cared a bit about money, but he was not motivated by power. What was the driving engine behind his Presidency?
This is the fifth in a six part series for 2010.
Click here to listen to all six lectures in this series:
* December 2, 2010 – The Monacan Nation – Rick Britton
* December 9, 2010 – Tobacco, The First Cash Crop – Susan Kern
* December 16, 2010 – Foodways of the Enslaved – Leni Sorensen
* December 23, 2010 – The Yorktown Campaign – Ed Lengel
* December 30, 2010 – Washington’s Presidency – David Hoth
* January 6, 2011- Architecture in the Jeffersonian Period – Ed Lay
In the fall of 2010, the Senior Center offered one of Rick’s programs entitled “Virginia History 101.” Running from October 7th through November 18th, this six-session lecture series was designed for those interested in Virginia’s fascinating early history. The series focused on some of the big topics that dominated the Old Dominion’s first two centuries, including, Native Virginians, Tobacco, Slavery, the Revolution, George Washington’s Presidency, and Jeffersonian Architecture. The series was followed with a travel session where participants experienced Virginia history first hand.
The lecture for October 28, 2010, “The Yorktown Campaign,” was presented by Ed Lengel, UVA Professor of History, Editor-in-Chief of the Papers of George Washington, and author of a number of books and articles on Washington’s military expertise. Following a fascinating description of Washington’s obsession with attacking Gen. Sir Henry Clinton’s large British garrison at New York City–based on the premise that one great battle would end the war–Lengel then focuses on how the cooperation of the French army and navy, and the intervention of lady luck, put an end to the English Empire’s hold on the American colonies. At the end, at Yorktown, close to 9,000 British veterans surrendered to a Franco-American force almost twice that size!
This is the forth in a six part series for 2010.
Click here to listen to all six lectures in this series:
* December 2, 2010 – The Monacan Nation – Rick Britton
* December 9, 2010 – Tobacco, The First Cash Crop – Susan Kern
* December 16, 2010 – Foodways of the Enslaved – Leni Sorensen
* December 23, 2010 – The Yorktown Campaign – Ed Lengel
* December 30, 2010 – Washington’s Presidency – David Hoth
* January 6, 2011- Architecture in the Jeffersonian Period – Ed Lay
In the fall of 2010, the Senior Center offered one of Rick’s programs entitled “Virginia History 101.” Running from October 7th through November 18th, this six-session lecture series was designed for those interested in Virginia’s fascinating early history. The series focused on some of the big topics that dominated the Old Dominion’s first two centuries, including, Native Virginians, Tobacco, Slavery, the Revolution, George Washington’s Presidency, and Jeffersonian Architecture. The series was followed with a travel session where participants experienced Virginia history first hand.
The lecture for October 21, 2010 was entitled “Foodways of the Enslaved.” It was presented by Leni Sorensen, Monticello’s African-American Research Historian, who besides her duties on Jefferson’s “little mountain,” also teaches rural life skills such as canning, butchering, and cookery. Following an introduction of the enslaved individuals laboring in Mr. Jefferson’s kitchens–at Monticello, in Paris, and at the White House–Sorensen delivered a fascinating talk on the surprisingly complicated, and fashionable, meals they prepared. Previously forgotten by history, these cooks and chefs were talented, amazingly literate, and oftentimes multi-lingual.
This is the third in a six part series for 2010.
Click here to listen to all six lectures in this series:
* December 2, 2010 – The Monacan Nation – Rick Britton
* December 9, 2010 – Tobacco, The First Cash Crop – Susan Kern
* December 16, 2010 – Foodways of the Enslaved – Leni Sorensen
* December 23, 2010 – The Yorktown Campaign – Ed Lengel
* December 30, 2010 – Washington’s Presidency – David Hoth
* January 6, 2011- Architecture in the Jeffersonian Period – Ed Lay
In the fall of 2010, the Senior Center offered one of Rick’s programs entitled “Virginia History 101.” Running from October 7th through November 18th, this six-session lecture series was designed for those interested in Virginia’s fascinating early history. The series focused on some of the big topics that dominated the Old Dominion’s first two centuries, including, Native Virginians, Tobacco, Slavery, the Revolution, George Washington’s Presidency, and Jeffersonian Architecture. The series was followed with a travel session where participants experienced Virginia history first hand.
On October 12, 2010, Susan Kern presented “Tobacco, The First Cash Crop.” Ms. Kern is a visiting assistant professor in William & Mary’s Lyon G. Tyler Department of History. Throughout Virginia’s early history, the powers that be attempted to diversify the state’s economy, but tobacco, the evil weed, reigned supreme. Tobacco profits insured that Virginia would flourish. Tobacco profits bought trade goods from England, paid local tithes and taxes, and purchased more land and more slaves for its further cultivation.
This is the second in a six part series for 2010.
Click here to listen to all six lectures in this series:
* December 2, 2010 – The Monacan Nation – Rick Britton
* December 9, 2010 – Tobacco, The First Cash Crop – Susan Kern
* December 16, 2010 – Foodways of the Enslaved – Leni Sorensen
* December 23, 2010 – The Yorktown Campaign – Ed Lengel
* December 30, 2010 – Washington’s Presidency – David Hoth
* January 6, 2011- Architecture in the Jeffersonian Period – Ed Lay
In the fall of 2010, the Senior Center offered one of Rick’s programs entitled “Virginia History 101.” Running from October 7th through November 18th, this six-session lecture series was designed for those interested in Virginia’s fascinating early history. The series focused on some of the big topics that dominated the Old Dominion’s first two centuries, including, Native Virginians, Tobacco, Slavery, the Revolution, George Washington’s Presidency, and Jeffersonian Architecture. The series was followed with a travel session where participants experienced Virginia history first hand.
On October 7, 2010, Rick Britton himself delivered a talk on the Monacan Nation. Controlling most of the Virginia Piedmont, the Monacan Indians made war against the Tidewater’s Powhatan Nation, established five major villages, grew corn, and hunted deer, elk, and bison. Unfortunately, all that remains of this elusive people are the remnants of their tools, knives, and projectile points.
This is the first in a six part series for 2010.
Click here to listen to all six lectures in this series:
* December 2, 2010 – The Monacan Nation – Rick Britton
* December 9, 2010 – Tobacco, The First Cash Crop – Susan Kern
* December 16, 2010 – Foodways of the Enslaved – Leni Sorensen
* December 23, 2010 – The Yorktown Campaign – Ed Lengel
* December 30, 2010 – Washington’s Presidency – David Hoth
* January 6, 2011- Architecture in the Jeffersonian Period – Ed Lay
Virginia has a long history of civil political discourse, which can be repaired and restored. Part of that responsibility lies with the media and part with citizens who are consumers of media.
Bob Gibson came to the Sorensen Institute for Political Leadership at the University of Virginia as executive director in March 2008. He is a 1972 graduate of the University of Virginia with a B.A. in government and foreign affairs. After serving as news director of WCHV radio, he joined The Daily Progress in August 1976 and has held a number of positions with the newspaper. He began his career covering police and local courts and has covered state and local politics and government. He was named city editor in 1982 and later special projects editor in 1992 when he wrote a series about racial disparities and justice in local courts.
In addition to his newspaper work, Bob hosted a weekly political call-in show on WINA radio in Charlottesville for seven years. He has also hosted a public radio talk show since 2001 on WVTF-FM in Roanoke and Charlottesville. He has been a regular contributor and guest on public radio station WAMU’s Kojo Nnamdi Show in Washington and often serves as host of Evening Edition on public radio WVTF.
Bob is the winner of several Virginia Press Association awards, the 1993 Virginia Bar Association Award in the Field of Law and Justice and the 1993 Southern Journalism Award for investigative reporting about racial disparities in sentencing.
Bob grew up in Arlington, VA, and has a long personal interest in Virginia’s politics and government. He is married to Sarah McConnell, who hosts the public radio program, "With Good Reason," from the Virginia Foundation for the Humanities. They have three daughters: Helen, Logan and Stella.
Mr. Gibson spoke at the November 10, 2010 meeting of the Senior Statesmen of Virginia. The meeting was held at The Charlottesville Senior Center. Following the presentation, questions were taken from the audience. The program was moderated by SSV member Bob McGrath.
On Wednesday October 20, 2010, Ron Wilson, who served for 25 years as historian at Appomattox Court House national park, delivered a presentation on John Brown’s Harpers Ferry raid. On October 16th, 1859, fanatical abolitionist Brown, with an "army" of 21 men, captured the Harpers Ferry-located U.S. Armory & Arsenal with the hope of inciting a slave rebellion. Instead he was captured by U.S. Marines under then Lieut. Col. Robert E. Lee, tried for treason by the State of Virginia, and hung in nearby Charles Town.
On Wednesday October 27th, Rick Britton & Ron Wilson will conduct a tour of Harpers Ferry, an absolute must see for every history enthusiast. The bus tour departs from the Charlottesville Senior Center at 8:00 am. There is a fee for the tour. Call 974-6538 for more information
This is the sixth and final part in this series for 2010.
Steve Williams was appointed executive director of the Thomas Jefferson Planning District Commission and the Charlottesville-Albemarle Metropolitan Planning Organization (MPO) in Charlottesville in May 2009. Under his leadership the Charlottesville-Albemarle MPO has been focusing on planning based on performance measurement, land use-transportation coordination, expansion of the region’s transit systems and bike and pedestrian transportation.
Prior to his move to Charlottesville, Steve was the executive director of the Nashua Regional Planning Commission and MPO between January 2004 and May 2009. During his time at NRPC he focused his attention on issues related to regional infrastructure, transportation systems, and coordination of land use and transportation. Prior to coming to NRPC he spent 10 years at the Association of Monterey Bay Area Governments, the MPO for the three county Monterey/Salinas/Santa Cruz, California metro area in Monterey, California. He also spent seven years at the East Central Intergovernmental Association, the MPO for the three state MPO in Dubuque, Iowa. Steve received a Master of City and Regional Planning in 1985 from California Polytechnic State University at San Luis Obispo and a Bachelor of Science from Montana State University in 1983.
Steve has been married to his wife Jennifer for 26 years and has two teenage children, Joel and Rachael. In his spare time Mr. Williams enjoys recreational biking, Civil War history and reading.
Mr. Williams spoke at the October 13, 2010 meeting of the Senior Statesmen of Virginia. The meeting was held at The Charlottesville Senior Center. Following the presentation, questions were taken from the audience. The program was moderated by SSV board member Tom Boyd.
Saunders Midyette, vice-president and national sales director for the St. Clair Group, Inc., presented an overview of the Patient Protection and Affordability Act. Jim Haden, president and chief executive officer at Martha Jefferson Health Services and Hospital, and Carol Craig, government relations specialist at the University of Virginia Medical Center, addressed how cost and access for Virginians will be affected by the Act.
The panelists spoke at the September 8, 2010 meeting of the Senior Statesmen of Virginia. The meeting was held at The Charlottesville Senior Center. Following the presentation, questions were taken from the audience. The program was moderated by SSV board member and secretary Bill Davis.
Saunders Midyette
Since 1998, Saunders Midyette has served as vice president and national sales director for the St. Clair Group, Inc., and President, Jackson Group, L.L.C., in Charlottesville. In the three decades previous to that he held the positions of vice president and chief financial officer with the Sisters of Providence Health System in Springfield, Massachusetts (1996-1997); senior associate with The Hunter Group in St. Petersburg (1995-1996); vice president and chief operating officer for the Greater Southeast Healthcare System in Washington, DC (1994-1995); chief operating officer with the University of Virginia Medical Center (1991-1994); associate director and administrator with the University of Michigan Hospitals (1987-1991); associate director and chief financial officer with the University of Michigan Hospitals (1979-1987); associate administrator and chief financial officer with the University of Utah Hospital in Salt Lake City (1976-1979); and controller and chief financial officer with the Hospital of University of Pennsylvania (1966-1976).
Mr. Saunders received his BA from the University of North Carolina, and his MBA from the Wharton Graduate School, University of Pennsylvania. He is a member and past fellow of the Healthcare Financial Management Association, and a past fellow of the American College of Healthcare Executives.
Mr. Saunders and his wife Shirley of 47 years moved to Charlottesville from Ann Arbor Michigan in 1991. Shirley serves as an interpreter at Monticello and when Saunders is not being called upon to present his wisdom and knowledge, he is an avid reader, tennis player, sports and classical music enthusiast.
James Haden
James E. Haden was named president and chief executive officer of Martha Jefferson Health Services in 1993. Mr. Haden received a master’s degree in Public Health/Health Services Management from UCLA in 1971. He completed his administrative residency at Scripps Hospital in LaJolla, California, and received the 1988 Alumni of the Year Award from the UCLA Health Services Management Alumni Association. Mr. Haden served as president / CEO of Queen of the Valley Health Services in West Covina, California (1986-1993). Prior to that, he served as chief operating officer of Hoag Memorial Hospital Presbyterian in Newport Beach, California (1978-1986). He served as associate administrator at Huntington Memorial Hospital in Pasadena, California (1976-1978). In 1992, Mr. Haden was chairperson of the California Association of Catholic Hospitals and was a member of the Hospital Council of Southern California (1988-1993).
Mr. Haden served as a board member on the Federal Reserve Board of Richmond from (1998-2003). He is a former board member of the Charlottesville United Way, the Piedmont Virginia Community College Foundation and Charlottesville Chamber of Commerce. He is currently a board member of the Optima Health Plans of Virginia Beach; a board member of Virginia National Bank; a board member of Voluntary Hospitals of America – (VHA) Central Atlantic; and, in 2008 and 2009 he served as chair of the United Way Excellence in Non-Profit Leadership Award Committee. Mr. Haden is a member of the Senior Statesmen of Virginia.
Mr. Haden served as a preceptor at UCLA Health Services Management Program (1981-1987) and has served as a preceptor for VCU’s Masters Program in Health Care Administration. In 2003 Mr. Haden was the recipient of the American Heart Association, Charlottesville Chapter, "Billy" Gitchell Award. In 2006 Mr. Haden was the recipient of the National Multiple Schlerosis Society Blue Ridge Chapter Silver Hope Award. Mr. Haden is the 2008 recipient of the Beta Kappa Chapter, Sigma Theta Tau, UVa School of Nursing Community Service Award. Mr. Haden is married to Sue Haden and they have three children.
Carol Huston Craig
Carol Huston Craig was appointed government relations specialist at the University of Virginia Medical Center in April 2010. In this position she is responsible for tracking state and federal legislation impacting the Medical Center; preparing advice statements on legislative and regulatory issues impacting the Medical Center; planning and organizing on-site educational programs for legislative guests and off-site visits to legislators; assisting in the preparation and submission of COPN applications; and assisting in the review of Medical Center policies.
Prior to joining the UVa Medical Center, Ms. Craig served as university counsel at the University of Maryland Baltimore (2000-2004), and previously as assistant university counsel (1997-2000). She was associate legal advisor at the Medical College of Georgia in Augusta, Georgia (1995-1996), and an assistant legal advisor (1990-1995). She was assistant general counsel at Baylor University in Waco, Texas (1987-1990), and staff attorney (1986-1987); and an associate in private practice in New Orleans, Louisiana (1984-1985).
Ms. Craig received her B.S. in Marketing at Louisiana State University in Baton Rouge, attended Loyola University School of Law in New Orleans, and received her J.D. from the University of Virginia School of Law.
She and her husband, Stewart, have two children, Mary Grace and Colin, ages 15 and 12, respectively. Although working and raising her children leaves little time for leisure activities, she enjoys reading, fine dining, attending UVa sporting events, traveling, and helping others.
This fall the Senior Center, Inc. is offering a new class entitled "Virginia History 101." Hosted by award-winning Historian Rick Britton, the lecturers include William & Mary Professor Susan Kern, Monticello Research Historian Leni Sorensen, U.Va. Professor of History Ed Lengel, Associate Editor of the Papers of George Washington David Hoth, and U.Va. Professor of Architecture Ed Lay. The series in being offered in conjunction with the Charlottesville Senior Center.
Designed for recent Albemarle County transplants and retirees—as well as for those just now delving into Virginia’s fascinating past—this class focuses on the big topics in our state’s early history. The most populous of the original 13 states, the Old Dominion flourished thanks to an addictive weed. Virginia witnessed the Revolution’s final major campaign, and gave rise to an architectural style that set the standard for the nation. While Virginia-born politicians dominated our young republic’s first four decades, the state also left behind painful legacies regarding its treatment of both Native Virginians and African Americans. Join us as we explore some of the big issues in Virginia’s early history!
The Class—At the Senior Center Inc. on six Thursdays (except on October 12th, see below). Time: 6:00–7:30 p.m. Charge: Senior Center members: $45.00—guests: $55.00. (Travel Session is a separate charge.)
* THURS. Oct. 7th – The Monacan Nation – Rick Britton
* TUES. Oct. 12th – Tobacco, The First Cash Crop – Susan Kern
* THURS. Oct. 21st – Foodways of the Enslaved – Leni Sorensen
* THURS. Oct. 28th – The Yorktown Campaign – Ed Lengel
* THURS. Nov. 4th – Washington’s Presidency – David Hoth
* THURS. Nov. 11th – Architecture in the Jeffersonian Period – Ed Lay
* THURSDAY Nov. 18th – Travel Session: A day-trip featuring two of Virginia’s Presidential estates: Berkeley & Sherwood Forest. (Separate charge.)
For more information call the Senior Center Travel Office at (434) 974-6538, or visit the Charlottesville Senior Center Web site or e-mail Rick Britton at
We will present the entire series here beginning December 2, 2010.
