Bell Investment Advisors, a Bay Area registered investment advisory firm,announced today that they will be hosting a wine and cheese gathering, “The Women’s Roundtable: Taking Charge of Your Financial Future”, on Wednesday, March 26, 2014, 6-7:30 PM PDT in the firm’s Oakland office.
The wine and cheese gathering is a part of an ongoing series of events that reflect The Women’s Roundtable’s dedication to building a learning cooperative for and by women. The aim is to provide an enriching environment in which women learn and share ideas that impact their financial goals.
Marivic Hammond, Senior Investment Advisor, and Bonnie Bell, Principal, Director of Career/Life Coaching, both of Bell Investment Advisors, will host the complimentary event. Participants will have the opportunity to contribute and join a discussion on financial strategies with a focus on women, while enjoying wine and light appetizers. Topics will cover financial challenges women face, such as savings, retirement, and legacy planning. There will be time for questions to be addressed.
Marivic Hammond says, “We women earn money, we save it, we spend it, and we donate it. Yet, very rarely do we really talk about it.”
Reservations for the March 26 event are required and can be made by writing to firstname.lastname@example.org. Space is limited.
Additional information on The Women’s Roundtable of Bell Investment Advisors, along with an archive of blog posts authored by members of The Women’s Roundtable, can be found here.
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