Bell Investment Advisors periodically hosts wine and cheese events for women. The event provides a warm and enriching space 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 service offerings of Investment Management and Financial Planning. 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.

Women's Roundtable Events

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