• Home
  • Schwab Workshop

Schwab Workshop

  • May 12, 2023
  • 10:00 AM
  • Fireside Room at Gateway
  • 32


Registration is closed

The Financial Forum welcomes Charles Schwab to the Fireside Room, Gateway Clubhouse, at 10 AM on May 12th for a panel discussion. The topic will be Women and investing event - Meeting the needs of women investors. Join us to discuss the challenges and life events women investors may face and the next steps to help you achieve your financial goals.

The panelists will be Inga Rachwald, Director, Senior Investment Portfolio Strategist. Athena Yost, Regional Director, Northern California, and Ashley Parriott, Wealth Advisor, Schwab Wealth Advisory. Ming Chen, VP, Sr Financial Consultant, will lead the discussion.

Inga Rachwald earned an MBA from Duke University Fuqua School of Business and a BS in political science from UC Berkeley. Ms. Rachwald is focused on representing Schwab Asset Management’s income investing solutions across equity and fixed income spectrum to clients, advisors, sales channels, and the media. She spent five years at RCM Capital Management, an affiliate of Allianz Global Investors as a product specialist and consultant relations manager.

Athena Yost earned a BS in business with a concentration in finance from San Jose State University. Before joining Schwab, she was a Vice President and financial consultant with Fidelity Investments. Before that, she worked a Blackrock Asset Management for five years, including as a Vice President of offshore sales distribution and an associate with the institutional asset manager and RIA division.

Ashley Parriott received her BS and BA in finance from the University of Arizona. She worked at Vanguard in various positions from 2005-2021 and has been at Schwab Wealth Advisory Team since 2021. She works closely with your financial consultant to develop a personalized wealth management strategy and build a customized portfolio that complements your short and long-term goals.

This event is open to all members of the Financial Forum. Click on the Register button to sign-up. Panera Bread Co will provide a continental breakfast. For more information, contact Joe Hoffman at 925-954-7912.

The Financial Forum is a 501(c)(3) in good standing whose mission is to educate our members in all matters of finance, from estate planning, insurance, real estate, health care, and fraud prevention.

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

Powered by Wild Apricot Membership Software