Archives: Events
TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio
Cerruti Cellars, 100 Webster, Jack London Square, Oakland, California Hear inspiring stories from the Mayor’s office of community growth and ...
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SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio
Presenters: Heidi Stoltz, Investment Advisor Corinne Salera, Investment Advisor, Portfolio Manager In this free half-hour online webinar: Learn how to ...
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Making a Good Life Happen® — the Lunch
Hosts Jim Bell, CFP® President and Founder Bonnie Bell, MA, MDiv., Principal Director of Career/Life Coaching Join us for lunch, networking ...
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Investment Committee Update (for clients only)
Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In this ...
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The Collective Power of Women: The History of Oakland’s Women’s Clubs
Celebrate Women’s History Month with The Women’s Roundtable at Bell Investment Advisors. Kathleen DiGiovanni, a Senior Librarian with the Oakland ...
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President Trump: The First 60 Days
Join us for a discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration ...
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Making a Good Life Happen® — the Lunch
Hosts Jim Bell, CFP® President and Founder Bonnie Bell, MA, MDiv., Principal Director of Career/Life Coaching Join us for lunch, ...
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Breaking Barriers One Note at a Time: The Story of Olga Samaroff
Referred to as ‘The Eleanor Roosevelt of Music’, Olga Samaraoff was a groundbreaking concert pianist who made tremendous strides in ...
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Investment Committee Update – June 2017 (for clients only)
In this half-hour webinar, get access to the latest thinking and discussion from a recent Investment Committee meeting — including ...
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