The Women’s Roundtable – Keep Calm and Invest On: Taking the Emotion Out of Your Money

Type: Wine & Cheese Gathering
Date & Time: June 29, 2016, 6 – 8 pm
Location: Bell Investment Advisors’ office

There is no fee for this event. Space is limited. Reservations for you (and a guest, if you …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: May 25, 2016, at 2:00 pm
Location: Webinar

In this half-hour webinar, get access to the latest thinking and discussion from our …Read More

How to Make Your Life Work Financially

Type: Lunch & Learn
Date & Time: May 18, 12 – 1:30 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Join us for lunch and a presentation, in which the following topics will be …Read More

Making a Good Life Happen® — the Lunch

Type: Interactive Lunch Presentation
Date & Time: April 27, 12 – 1:30 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Join us for lunch, networking with interesting professionals, and an opportunity to …Read More

The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help).

Type: Wine & Cheese Gathering
Date & Time: March 30, 6 – 8 pm
Location: downtown Oakland, California

Topics include: savings and withdrawal strategies, types of retirement accounts, …Read More

How Recent Social Security Changes May Affect You

Type: Webinar
Date & Time: March 30 at 2 - 2:30 pm
Location: Online

You could qualify to receive considerably more money from Social Security than …Read More

The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help.)

Type: Wine & Cheese Gathering
Date & Time: March 30, 2016 at 6:00 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Something for everyone, but especially well-suited for women in the workforce. Hosts: Bonnie Bell, Director, Career/Life Coaching Heidi Stoltz, Investment Advisor Corinne Salera, Investment Advisor Jerene Meissert, Relationship Manager Bell Investment …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: February 24, 2016, at 2:00 pm
Location: Webinar

The latest thinking and discussion from our November 2015 Investment Committee meeting — including updates, analysis, current market conditions, market valuation, leadership trends, …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: January 27, 2016 at 12:00 pm
Location: Bell Investment Advisors' office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life …Read More

Year-End Review and 2016 Preview

Type: Webinar
Date & Time: December 16, 2015, at 2:00 pm
Location: Webinar

To register: …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: November 18, 2015, at 2:00 pm
Location: Webinar

The latest thinking and discussion from our November 2015 Investment Committee meeting — including updates, analysis, current market conditions, market valuation, leadership trends, …Read More

Financial Literacy & Behavior for Adults and Young Adults

Type: Event
Date & Time: November 17, 2015 at 6 pm
Location: Bell Investment Advisors' office

Join us for a light supper and a presentation covering the basics of financial literacy: budgeting, spending, banking, borrowing, saving, and investing — all grounded in the concept of …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: October 28, 2015 at 12:00 pm
Location: Bell Investment Advisors' office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life …Read More

FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement

Type: Webinar
Date & Time: October 21, 2015 at 2:00 pm
Location: Online Webinar

There is no fee for this …Read More

Mind Over Money Matters: How Our Psychology Reduces Investment Returns

Type: Webinar
Date & Time: September 23, 2015 at 2:00 pm
Location: Online Webinar

In this webinar, we will take a look at the overwhelming evidence that suggests our psychological make-up and behavioral conditioning …Read More