It's a wrap!

From our Antares Wealth team, we want to say “Thank you!” to everyone who attended. We are looking forward to our next annual wealth planning event in 2024.

Four expert speakers
Two incredible days
One amazing place

With recent franchise changes related to McDonald’s Next Generation program set to go in place in 2023, it is more crucial than ever to have a solid understanding of transition planning and estate planning.

This is why Antares Group and Antares Wealth Management are partnering to host a first-of-its-kind wealth planning symposium exclusively for current and retired McDonald’s owner/operators.

Hear from industry leaders in wealth and estate planning, economics and financial markets, plus highly respected current and retired owners.

Abbey Flaum, J.D., LL.M.
Family Wealth Strategist
As Managing Director for Homrich Berg, Abbey provides clients with ongoing, personalized guidance on tax-efficient wealth, business and estate planning strategies. Abbey is an educator, writer, and lecturer on a variety of topics, including estate and tax planning, philanthropy, complex gift planning structures, planning for the newly single individual, for aging and longevity, and for modern family structures.
Apollo D. Lupescu, PhD
Psychology/Behavioral Finance
Apollo serves as Vice President at Dimensional Fund Advisors, where he started in 2004. He was part of the Investment Strategies group, assisting financial advisors in the development of their business, and managed the internal Client Services team that provides broad analytical support. He went on to oversee the firm’s national advisor retirement business, before taking on his current role. Apollo’s presentation covers key factors affecting the market environment, including fed actions, interest rates, and inflation.
Bruce Mehlman
Business Advisor & Keynote Speaker
With over two decades experience in public policy, business, and the law, Bruce helps leaders and organizations understand, anticipate, and navigate political risk. Bruce served as Assistant Secretary of Commerce for Technology Policy under President George W. Bush, worked as a senior leadership aide in the House of Representatives, and is a highly sought-after speaker on policy and political trends. He is an expert in managing C-suite associations, bringing innovative approaches and determined execution to achieve impactful outcomes.
Stephanie Lang, CFA
Principal & Chief Investment Officer
Stephanie has more than 23 years of experience in the investment industry. Prior to joining Homrich Berg in 2005, she was a portfolio manager for Bank of America's private bank, managing assets for individual and family trusts, charitable trusts, and foundation and retirement accounts. Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as Financial Advisor, Citywire, and The Wall Street Journal. Stephanie has also served on numerous panels at industry conferences and has been a repeat guest on CNBC.

Offering valuable time with special guests until the end

We will wrap up the event with a special fireside chat moderated by two of the most respected Antares leaders/advisors, along with highly esteemed current and retired McDonald’s owner/operators. Join the discussion around Next Gen/succession planning; transitioning from ownership to retirement; how changes in the system and market impact your wealth planning.

Chris Giarla

Owner/Operator & RMH Charities Board Of Directors

Wade Dixon

Retired Owner/Operator & RMH Charities Board Member

John Snowberger

Owner/Operator McDonald's Corporation

Eric Toole

Certified Financial Planner Antares Wealth Management

Brandon Downs

Certified Financial Planner Antares Wealth Management

Event Schedule

Monday | Feb 6

6:00 PM-8:00 PM
8:00 PM-8:15 PM

Welcome Reception "Food, Fun, Fiesta"
Thank Attendees and details for next day

Tuesday | Feb 7

7:30 AM-8:30 AM
8:30 AM-8:40 AM

8:40 AM - 10:00 AM
10:00 AM - 11:15 AM
11:15 AM - 11:30 AM
11:30 AM - 12:45 PM

12:45 PM - 1:45 PM
1:45 PM - 3:00 PM

3:00 PM - 3:30 PM

Welcome - Mark Kashgegian, Leading Partner at Antares Group &
Thomas Carroll, President of Homrich Berg
Keynote Speaker - Bruce Mehlman
Abbey Flaum; Managing Dir., Homrich Berg; Estate & Transitional Planning
Apollo Lupescu, VP, Dimensional Fund Advisors & Stephanie Lang, CFO, Homrich Berg; Market, Environmental, and Strategies
Fireside Chat - Moderators; Eric Toole and Brandon Downs,
Managing Directors at Antares Wealth Management
Closing remarks

Learn key investment principles from top financial advisors and wealth strategists

Estates & Trusts

Proper planning is critical to ensure that assets pass to heirs as intended and unnecessary taxes are avoided. Learn about current federal and State laws and how to ensure critical documents stay current as well.

Income Taxes

Because taxes reduce cash flow and investment returns, income tax planning is critical to your financial plan. Learn key strategies to maximize tax efficiency and reduce your tax burden.


Your financial plan is influenced by many variables such as spending, age, investment risk, and desired amount left to heirs. Learn how to plan for your “big day” and choose the best path from the “Accumulation” phase to “Distribution”.

Social Security

Social Security income is often a significant portion of retirement cash flow. Learn how to make informed decisions to protect you and your family from receiving a permanent reduced benefit and “leaving money on the table”.

College Savings

The cost of college has skyrocketed the past few decades. Fortunately, there are tax advantaged ways to save and pay for college that could also be shared amongst family. Learn how student loans can best utilized, and strategies to optimize your college savings.

Cash Flow

We believe that cash flow is the most important component of a financial plan and one we can help you get control over.  Learn how to create a spending and savings plan based on your needs and resources that will help you achieve short and long-term financial goals.

Don't miss out!
This free Antares Wealth symposium is customized for owner/operators like you. Reserve your place and expand your wealth.

See you
in San Antonio, TX
February 6-7th!

Make Your Reservation At The

on the Riverwalk

Enjoy an intimate, all-suite retreat set directly on San Antonio’s beautiful Riverwalk, and your convenient home base to explore all the city has to offer. Use the link below to get the best room rate while you are attending our event.

Want to know more?

If you have questions, send us an email and we will respond quickly.

Recognized for exceptional
leadership, performance, and growth

Save my place!

Complete this short form to reserve your place at the free Antares Wealth Symposium. Watch for your confirmation email and we look forward to seeing you in San Antonio.

Contact Info
Guest Info

To help with meal planning, please indicate how many from your group will be attending each event.

Monday Dinner

Tuesday Breakfast

Tuesday Lunch

Dietary Restrictions
Other Accommodations
Contact Info
Guest Info

To help with meal planning, please indicate how many from your group will be attending each event.

Monday Dinner

Tuesday Breakfast

Tuesday Lunch

Dietary Restrictions
Other Accommodations

Thank you for registering!

You will receive an email confirmation soon, and we look forward to seeing you at the Antares Wealth Symposium.

Make your room reservation now.

Use the link below to get a special room rate at the gorgeous Hotel Contessa where our symposium is being held.

Succession & Transition Strategies

Creating a successful succession plan is about protecting the future of a business and/or brand and ensuring there is a strategy in place to ensure your business continues to thrive.

After years of investing time, money and other resources, it’s imperative to prepare for this next stage in business and life. Poor planning can increase risks for stakeholders and tarnish legacies. Let’s make sure the next generation is well-equipped and ready to take your life’s work and family legacy to an even greater level of success.

Each situation is unique because the needs of each one involved are unique. We carefully review each opportunity to determine how best to structure a transition while meeting your goals, complying with any brand licensing polices and minimizing the tax implications of the transfer.

  • Next generation succession planning
  • Retirement planning
  • Wealth management

Let's get started.

Call us at 770.785.7855 Or email

Technology Services

Antares Group’s technology team provides convenient hardware and software support, along with comprehensive cloud accounting services with 24/7 access to up-to-date financial information exactly the way you want it, on any connected device, with a customizable dashboard interface. We use best-in class cloud accounting platforms and software including Sage Intacct, and robot process automation (RPA) with integration capabilities with some of the leading point-of-sale, payroll, and business operations management software programs.

Cloud accounting is just the beginning; Antares Group’s experienced technology team also performs system evaluations and makes recommendations for products and services that will help your business run more efficiently, as well as protecting your information and infrastructure with robust security options. Using the right technology for automation will simplify your life and keep your valuable data safe..

  • Technology and security optimization
  • Complete cloud accounting services
  • Computer troubleshooting assistance with remote and onsite repair

Let's get started.

Call us at 770.785.7855 Or email

Business Planning & Valuation

An accurate understanding of your company’s current value and financial viability is vital for achieving business success and the launch pad to boundless possibilities in the years to come. Realistic valuations are essential for long-term strategic plans, business successions and expansions, gift and estate planning, and a lucrative retirement package. Planning for where you want to go in the future is what our business and tax advisors do best. Whatever your goals, we are here to provide you with the right plan and insightful guidance to achieve it.

  • Trend reporting and analysis and business valuation
  • General business and start-up consulting
  • Major reinvestment planning
  • Cash flow projections

Let's get started.

Call us at 770.785.7855 Or email

Back Office Solutions

In such a fast-moving business environment, business owners need every advantage to succeed. Improving efficiency should be an ongoing part of your strategy for financial success, empowering you to make continuous improvements.

Whether your business is a single location seeking to grow effectively and sustainably, an established franchise brand adding new locations, or something in between, Antares Group provides a suite of back office services and the financial expertise to help business owners and managers achieve their operational and financial goals. In the process of supporting your essential back office operations with practical solutions, we analyze the function and effectiveness, looking for inefficiencies and potential liabilities, offering valuable insights for owners and managers.

  • Daily deposit verification and online banking monitoring
  • Process invoices and code general ledger accounts
  • Process vendor payments and file 1099s
  • Prepare and file sales and use tax returns
  • Reconcile bank, credit card and cashless sales accounts

Let's get started.

Call us at 770.785.7855 Or email

Tax Advisory

Minimizing your tax burden is a year-round strategy; planning for and preparing complex business and individual tax returns is where Antares Group excels. Beyond simply helping you fulfill basic tax obligations, you can rely on our tax advisory team to keep you informed of ever-changing regulations and keep you in compliance. We conduct regular reviews to make sure all methods of reducing your tax liabilities are being used. We routinely assess your personal income tax situation and cash flow to guard against the unexpected. This ongoing strategic analysis empowers you to maximize tax savings and capitalize on new opportunities.

In addition, we provide advisory services for new business startups, acquisitions, and dispositions. Through careful analysis, we help clients determine the best structure and make the process as seamless as possible.

  • Business and individual year-end tax returns
  • Personal property, gift, and trust income tax returns
  • Fixed asset setup and maintenance
  • Annual tax planning and preparation

Let's get started.

Call us at 770.785.7855 Or email

Cloud Accounting

Whether you run a small closely held business or a large franchise operation, maintaining a firm grasp of accounting and bookkeeping can be challenging. Between managing staff and overseeing daily operations, there is not enough time to dig into the books and make sense of the financials. You need to know the facts and the implications. – having precise, up-to-date information at hand means you always know your financial position so you can make informed decisions that keep your business moving forward.

The financial experts at Antares can create a custom menu of accounting and tax services perfectly catered to your business needs, including accurate and timely financial statements and reports, so you are always prepared to respond quickly to changing and challenging circumstances. Along the way, we provide clear feedback and financial guidance to help you predict trends and recognize issues, then make the necessary adjustments to sustain cash flow throughout the year.

  • Timely preparation of financial statements based on your particular needs
  • Complete preparation of sales, payroll, inventory, accrual, and prepaid journal entries
  • Meticulous monthly bank and credit card reconciliations

Antares Cloud Accounting services uses industry leading Sage Intacct managment software to provide the precise, up-to-date information you need to always know your financial position, so you can make well-informed decisions.

Call us at 770.785.7855 Or email