We women earn money, we save it, we spend it, and we donate it. Yet, very rarely do we really talk about it.
Therefore The Women’s Roundtable was launched by Bell Investment Advisors in 2013 as a resource for and by women. The roundtable’s mission is to provide a forum for learning and sharing ideas that impact our financial goals.
The top concern for women today is not solely about growing their money. Today, we need to manage multiple aspects of wealth and financial security: investing assets, managing debt, protecting assets and planning legacies. It can be an overwhelming responsibility—unless we develop a well-defined process that addresses these issues in a systematized way.
Last year we offered a number of gatherings and facilitated conversations around philanthropy, financial planning, and family issues. The theme that resonated most with our audience was how to prepare for a financially secure future. We’ll continue this theme in our exciting 2014 series: look out for blogs, webinars and live events, including quarterly wine and cheese gatherings with occasional guest speakers. Our program line-up and schedule is coming. So stay tuned!
Hold the date!
Join Marivic Hammond, Senior Investment Advisor, with colleagues and friends for the next event of The Women’s Roundtable: Taking Charge of Your Financial Future on March 26, 6 – 7:30 pm, wine and cheese gathering.