The women at Bell Investment Advisors have been pleased to host a wine and cheese event for women several times each year since January 2014. Our purpose is to provide a warm, enriching environment in which to share ideas that impact our lives — financially and otherwise.
Sometimes we invite guest speakers to present on topics that harmonize with our firm’s philosophy, Making a Good Life Happen®, and with our three service offerings: Investment Management, Financial Planning, and Career Coaching. These events tend to attract a lively group of interesting, diverse, professional women who also find the gatherings to be ideal networking opportunities. Our attendees enjoy themselves and each other and tell us they feel comfortable, welcome, and stimulated by our programming. On occasion we sponsor a special event to which men as well as women are invited.
In addition to The Women’s Roundtable events, Bell regularly holds online webinars and lunch and evening events for clients and others on a wide range of topics, including social impact investing, wills and trusts, retirement planning, Social Security, college planning, and financial literacy for young adults.
Women's Roundtable Events
Women’s Roundtable Bell Investment Advisors HQ: 1111 Broadway, 16th Floor, Suite 1630, Oakland, CA, October 23, 2019
The Women’s Roundtable invites you to a wine and cheese gathering: La Dolce Vita: How to Reinvigorate and Energize Your …
Co-ed Screening of the film RBG; Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star1111 Broadway, 16th Floor, Oakland, CA 94607, March 20, 2019
All clients and friends are invited to join us as we host a screening of the Oscar-nominated documentary RBG. RBG …
Women’s Roundtable 1111 Broadway, 16th Floor, October 24, 2018
Join The Women’s Roundtable as we host a screening of the recently-released documentary RBG. RBG is a revelatory film that explores Ruth Bader …
Women’s Roundtable 1111 Broadway, 16th Floor, March 21, 2018
Join us for another gathering of The Women’s Roundtable, an opportunity to meet in friendly conversation while enjoying wine and hors …
Women’s Roundtable 1111 Broadway, 16th Floor, September 27, 2017
Julayne Virgil, CEO of Girls Inc. of Alameda County, will discuss how Girls Inc. prepares local young women for college, …
Women’s Roundtable 1111 Broadway, suite 1630, May 17, 2017
Referred to as ‘The Eleanor Roosevelt of Music’, Olga Samaraoff was a groundbreaking concert pianist who made tremendous strides in …