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
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
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
