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  • Speakers: Angela Wright and Richard Del Monte

Speakers: Angela Wright and Richard Del Monte

  • January 26, 2021
  • 3:00 PM
  • Webinar
  • 15


Registration is closed

   Angela Wright     Richard Del Monte               

The Financial Forum presents a webinar by the Del Monte Group LLC on Tuesday January 26th at 3:00 P.M. Angela Wright and Richard Del Monte will speak on “Smart Financial Moves for 2021”. They will outline the best investment opportunities in the “Covid Economy”; how to avoid getting ripped off by unscrupulous financial people; how to insure your assets outlive you, and learn the single most important factor in investing success!

Angela Wright has been serving families and family enterprises in the area of wealth management since 2003. As Partner & COO, her goal is to ensure clients and employees of DMG are empowered and flourishing. She earned a B.S. in Business Administration, Emphasis in Financial Services from California State University, Chico and a Masters of Business Administration from St. Mary’s College of California, Moraga. She also holds the Certified Financial Planner and Family Enterprise Advisor designations.

Richard Del Monte is a
Certified Financial Planner, Certified Wealth Consultant, and nationally recognized family wealth expert, speaker and author of Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family.

His firm, Del Monte Group, LLC., is independent and fee-only, and has been serving self-made families in the areas of wealth management, retirement planning, multi-generational wealth transfer, and preparing heirs since 1985. For the past ten years running, Richard was awarded the Five Star Wealth Manager Award, Diablo Magazine, and was nominated for the Family Wealth Report Awards in 2013 and 2014.

As a nationally recognized expert on families and wealth management, Richard has appeared on FOX Business News and has been featured in the Wall Street Journal, New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report. A sought-after speaker, he recently gave a TEDx Bellevue talk on “A Place of Possibility for Wealth and Families.”

This webinar is open to all current members of the Financial Forum at no charge. To attend the event, please click on the register button. Details on accessing the webinar will be furnished prior to the event for all registrants. For more information on the speakers or to become a member, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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