The Financial Forum welcomes Ming Chen, Deane Antoniou, and Athena Yost to the Fireside Room at Gateway Clubhouse on Friday, June 13th at 10 AM. Their topic will be Weathering Market Volatility with Income & Tax Smart Equity Strategies. We are in a very interesting time in the market, we have volatility, and we have the competing forces of potentially falling rates and rising costs, so the importance of building durable, sustainable and growing income streams is a non-negotiable for many who are already retired or thinking about retiring.
Deane Antoniou is a Director and Investment Portfolio Strategist supporting Schwab Asset Management. Mr. Antoniou is primarily focused on representing Thomas Partners Strategies to clients, advisors, sales channels, and the media. Mr. Antoniou has more than 20 years of experience in the financial services and investment management industries. Previously, Mr. Antoniou was a director supporting Wealth & Asset Management Solutions, where he led acquisition and growth for Schwab Asset Management Managed Investing and third-party offerings in the Branch Network.
Athena Yost is a director supporting Wealth & Asset Management Solutions. In this role, she leads the acquisition and growth of Schwab Asset Management Managed Investments and third-party offerings in the Branch Network. Prior to joining Schwab in 2022, Ms. Yost was a vice president and financial consultant with Fidelity Investments, where she worked with high-net-worth clients for seven years.
The Financial Forum is a 501 (C)3 whose mission is to educate its members in all finance matters, including wealth management, estate planning, real estate, insurance, long-term care, elder abuse, fraud, and identity theft. Donations are welcomed and greatly appreciated.
This is a members-only event, and Charles Schwab will provide a continental breakfast. To make a reservation, please press the Register button. For more information on the speakers or to learn how to become a member, please contact Joe Hoffman at 925-954-7912.
