Making A Good Life Happen
Educational events at Bell Investment Advisors provide excellent opportunities to expand your knowledge and mingle with like-minded individuals. Check back often for information on upcoming webinars and Women’s Roundtable gatherings.
Upcoming Events
There are no upcoming events at this time.
Past Events
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Webinar
Bell Webinar: 2022 Market Review & 2023 Expectations
March 13, 2023Join us on March 13th for a recap of the markets’ behavior in 2022 and what we’ve seen so far …
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Webinar
2020 Market Review, Opportunities in 2021, & Tax Tips to Consider Now
April 23, 2021Join us on Friday, April 23rd at noon Pacific for a recap of the markets’ behavior in 2020 and what …
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Webinar
Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020The upcoming election is top-of-mind for all of us, along with its potential impact on day-to-day life, laws, regulations, the …
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Webinar
Economic Recovery – How Might 2020 End?
Online, July 22, 2020Please join Senior Investment Advisor & Financial Planner Laurent Harrison, CFP®, and Portfolio Manager Ryan Kelley, CFA® for our next …
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Webinar
Economic Recovery – When will it begin? What shape will it take?
Online, May 20, 2020As we help our clients navigate the financial impact of the COVID-19 crisis, certain questions consistently rise to the surface …
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Webinar
Election Impact and an Update on the U.S. Economy
Online, December 04, 2019Join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio Manager Ryan Kelley, CFA for our 4th Quarter Investment Committee webinar. The …
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Women’s Roundtable
Women’s Roundtable Event: La Dolce Vita
Bell Investment Advisors HQ: 1111 Broadway, 16th Floor, Suite 1630, Oakland, CA, October 23, 2019The Women’s Roundtable invites you to a wine and cheese gathering: La Dolce Vita: How to Reinvigorate and Energize Your …
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Webinar
How Likely is a U.S. Recession?
Online, October 02, 2019Please join President and Senior Investment Advisor Forrest Bell, CFP® as well as Portfolio Manager Ryan Kelley, CFA® for 2019’s …
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Webinar
Interest Rates, Tariffs, and Economic Growth
Online, June 26, 2019Please join our Founder & Chief Investment Officer Jim Bell, CFP® alongside our newest team member, Portfolio Manager Ryan Kelley, CFA, for …