The Women’s Roundtable Wine & Cheese: Taking Charge of Your Financial Future

The Women’s Roundtable Wine & Cheese: Taking Charge of Your Financial Future

OAKLAND, CA. March 5, 2015 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will host a wine and cheese gathering, “The Women’s Roundtable: Taking Charge of Your Financial Future”, on Wednesday, March 18, 6 – 7:30 pm at the firm’s Oakland office. This month’s event will focus on women’s financial issues typically faced at each life stage.

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. Marivic Hammond, Senior Investment Advisor, will host the complimentary event. Participants will have the opportunity to join an intergenerational discussion about the financial matters women commonly face at each stage of life and to explore strategies for savings, spending plans, legacy planning and more. There will be time for questions to be addressed. Marivic has said, “As our lives progress, so, too, will our financial focus. Women need to know and understand what financial milestones will come and when, to avoid being caught off-guard.”

Reservations for the March 18 gathering are required and can be made by emailing

Additional information about The Women’s Roundtable of Bell Investment Advisors, along with an archive of blog posts authored by members of The Women’s Roundtable team, can be found here:

About Bell Investment Advisors

Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 24th year of business, offering investment management, financial planning, and career/life coaching services.

For more information, visit

Nancy Isaacs
Bell Investment Advisors

Scroll to Top