The Financial Forum welcomes Richard Del Monte and Angela Wright from the Del Monte Group at 12 Noon on Tuesday, October 25th, in the Event Center. Their topic will be The Three I’s - Inflation, Interest Rates, and Investing: What should investors do now? In addition, they will overview the current economic environment, describe how to design an investment portfolio to withstand recessions, and reveal opportunities the current environment has created.
A nationally recognized expert, Richard Del Monte has been featured on FOX Business News, The Wall Street Journal, The New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report. Richard is also the author of Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family. Richard holds an MBA in financial planning from Golden Gate University in San Francisco and a B.S. in business administration from California State University, Chico. He’s been a faculty member at the Institute for Preparing Heirs, a student of Bowen Family Systems, and a founding member of the Council for Shared Leadership, LLC, which established standards of excellence for values-based advisors and the families they serve.
Angela Wright has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and an MBA from Saint Mary’s College of California in Moraga. She also holds the Certified Financial Planner™ designation. Angela lives in the East Bay with her two young children.
This event is open to all members of the club. In addition, the Del Monte Group will provide refreshments. To sign up, click on the Register button. For more information on our club, please contact Joe Hoffman at 925-954-7912.
Note: The New location for this event is the Event Center.
