The Women’s Roundtable

Saving for Retirement: Never Too Early, Never Too Late
(in the series Taking Charge of Your Financial Future)

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

Join The Women’s Roundtable for an evening of wine and cheese and conversations with colleagues, friends and professional women dedicated to financial education for women. The women of Bell Investment Advisors will present and moderate discussion on strategies for saving for retirement. This topic of great importance too often does not receive the attention it should, especially from women.

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

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.

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