Events

EVENTS

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Check back soon for a list our upcoming events.

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: April 26, 2017, 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 learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your …Read More

President Trump: The First 60 Days

Type: Online Webinar
Date & Time: Wednesday, March 29, 2 – 2:30 pm
Location: Online

Join us for a discussion of the Trump administration’s actions and policies that are relevant to investors and an exploration of the threats and opportunities that could …Read More

The Collective Power of Women: The History of Oakland’s Women’s Clubs

Type: Wine & Cheese Gathering
Date & Time: Wednesday March 15, 6 – 8 pm
Location: Our downtown Oakland office, 1111 Broadway, Suite 1630

Celebrate Women’s History Month with The Women’s Roundtable at Bell Investment Advisors. Kathleen DiGiovanni, a Senior Librarian with the Oakland Public Library, will be speaking about the Women’s Club Movement in Oakland, a long tradition that …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: February 22, 2017
Location: Online

Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In this half-hour webinar, get access to the latest thinking and discussion from our January …Read More

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: January 25, 2016, 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 learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your …Read More

Year-End Review & 2017 Preview

Type: Webinar
Date & Time: January 18, 2017, 2 – 2:30 pm
Location: Online

The presenters will review the market activity and the economic events of 2016, as well as preview what 2017 may have in store for investors. They will address The Trump market rally (And how long will it last?), Trump administration policies and sector …Read More

Investment Committee Update (for clients only)

Type: Webinar
Date & Time: November 16, 2016 at 2 pm
Location: Online

In this half-hour webinar, get access to the latest thinking and discussion from our October 2016 Investment Committee meeting — including updates, analysis, and discussion of current market conditions, market valuation, leadership trends, and our …Read More

Making a Good Life Happen® — the Lunch

Type: Come for lunch, and improve your life...
Date & Time: October 19, 2016, 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 learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your …Read More

SOCIAL IMPACT INVESTING: Promoting positive change within your portfolio

Type: Webinar
Date & Time: September 28, 2016 at 2 pm
Location: online

Learn how to support the causes you care about and how you can avoid controversial industries. Break down the myth of underperformance — you don’t have to sacrifice return to invest in your values. Hear about the impact social funds …Read More

TELL ME SOMETHING GOOD: Discovering positive social impact in Oakland and in your investment portfolio

Type: An evening of local wine and uplifting stories — not to be missed.
Date & Time: Wednesday, September 21, 6 – 8 pm
Location: Cerruti Cellars - 100 Webster, Jack London Square, Oakland, California

Hear inspiring stories from the Mayor’s office of community growth and progress. Learn how Kiva.org uses micro-lending to expand opportunities for Oakland small …Read More

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

Market Analysis

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Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …Read More

Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 23, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More