The Women’s Roundtable Wine and Cheese Event, “Saving for Retirement”

The Women’s Roundtable Wine and Cheese Event, “Saving for Retirement”

OAKLAND, CA. June 9, 2014 – Bell Investment Advisors,, a Bay Area registered investment advisory firm, announced today that they will be hosting a wine and cheese gathering of The Women’s Roundtable, “Saving for Retirement: Never Too Early, Never Too Late”, in the series “Taking Charge of Your Financial Future”. The event will take place on Wednesday, June 25, 2014, 6-7:30 PM PDT in the firm’s Oakland office.

The Women’s Roundtable wine and cheese gathering is a part of an ongoing series of events that reflect the group’s commitment 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, while enjoying wine and appetizers, to join in a discussion of the challenges to effective financial planning as well as of constructive financial strategies that can be employed by professional women when saving for retirement. There will be time for questions to be addressed.

Marivic Hammond says, “Saving for retirement is a topic of great importance and often does not get the attention it should, especially from women. When it comes to this matter, we tend to pull the covers over our head and hope that all goes well. It is never too early or too late to turn this concern into an action plan.”

Reservations for the June 25 event are required and can be made by emailing 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 23rd year of business, offering investment management, financial planning and career/life coaching services. For more information visit

Nancy Isaacs
Bell Investment Advisors

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