The Women’s Roundtable: Budgeting and Saving (in the series “Taking Charge of Your Financial Future”)

Bell Investment Advisors’ office, September 24, 2014 6:00 pm

HOSTS:
Marivic Hammond, Senior Investment Advisor
Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching

We earn money, we save it, we spend it, we donate it. Yet, very rarely do we really talk about it. Join us for a discussion on financial strategies with a focus on women, while you enjoy wine and light appetizers. Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, Oakland, CA 94607

Reservations for you (and a guest, if you wish) are required. To RSVP or for more information, contact Jaye Roundtree at 510.433.1066, ext. 100 or info@bellinvest.com.

According to The $14 Trillion Woman, by Kay and Dileonardi (2009):

Women account for 64% of the U.S. Gross Domestic Product.
Women are responsible for 85% of all purchases.
Women control an estimated $14 trillion in assets, over 50% of all private wealth.
Women handle the money in 85% of families.
50% of all investors are women.

Take charge of your financial future by joining one or all of The Women’s Roundtable events this year. The Women’s Roundtable is featured in Diablo Magazine, read the online article here.