Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced that The Women’s Roundtable, a new learning cooperative for and by women, will be hosting its first free webinar, Make a Giving Plan Part of Your 2013 Financial Plan, on March 20, 2013, 2–2:30 PM PDT. The event is part of the firm’s ongoing educational series providing informational webinars on relevant topics related to Investment Management, Financial Planning, and Career/Life Coaching.
This instructive webinar will provide information on how to initiate a giving plan, how to say “no”, and leveraging financial and intellectual wealth when incorporating philanthropy into your financial plan. Insight and key tips for making a giving plan part of a financial plan will be provided such as: start small, start now, and engage family members.
Marivic Hammond, Senior Investment Advisor at Bell Investment Advisors will host the webinar, and expert on women and philanthropy, Melanie Hamburger, Principal, Catalytic Women, will be the guest speaker. There will be an opportunity for participants to have their questions answered at the end of the presentation.
“There are many reasons why we give”, Marivic Hammond has said, “and the most important decision is how to start. We can start small and start now. This presentation will provide guidance on how you can make gift giving a part of your life.”
Registration for the event is now open. Click here to register today. Space is limited.
An archive of past webinars presented by Bell Investment Advisors’ financial advisor team and guest speakers can be found here. Past topics include aspects of financial planning, investment strategizing, as well as career coaching.
Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 22nd year of business, offering investment management, financial planning, and career/life coaching services.
Bell Investment Advisors