The Women’s Roundtable: Giving with a Plan

  • Bell Investment Advisors' office, November 13, 2013 5:30 pm

HOST:
Marivic Hammond, Senior Investment Advisor

GUEST PRESENTERS:
Melanie Hamburger, CEO, Catalytic Women
Agnieszka K. Adams, Esq., Roisman Henel LLP
M. Brooke Wilson, Esq., Roisman Henel LLP

Join facilitated discussions on making giving part of your financial plan, how to engage family members in wealth transfer discussions, tax impact of gifting, philanthropy, and more.

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.

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