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

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