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Managing Risk in Your Portfolio

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Hosted By
Elizabeth L.
Managing Risk in Your Portfolio

Details

Breaking the Glass is back for in-person events! Our Austin team is joining together with Charles Schwab on November 9 to host a panel on "Managing Risk in Your Portfolio".

Join our panel of financial experts will discuss what you can do to comfortably invest during economic changes. We will gather at the beautiful Charles Schwab campus to network and learn!

Join WINS and Breaking The Glass for a panel discussion to learn how to better understand and manage that risk - and help you stay on track!
Speakers:

  • Jullie Strippoli, Vice President; Branch Manager; Austin Active Trader Branch
  • Brad Reeves, Assistant Branch Manager; Employee Branch and Advice Service
  • Monica Bellner, Vice President, Financial Consultant; National NY/NJ
  • Barbara Johns, Financial Consultant; Schwab Financial Solutions Branch – Austin

Agenda:

  • Networking
  • Opening Statements from Charles Schwab and Breaking The Glass
  • Panel Discussion
  • Audience Q&A

If you have any questions for our panelists, you can submit your questions here: https://bit.ly/3EUaw70
Breaking the Glass is a program of Sthree created to support women-identifying professionals & their allies by promoting diversity, equity, and inclusion within the tech workforce. All are welcome!

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Breaking the Glass - Austin
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Charles Schwab Corporate Office
2309 Gracy Farms Ln · Austin, TX