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

Wine & Cheese Gathering
March 30, 6 – 8 pm
downtown Oakland, California

Something for everyone, but especially well-suited for women in the workforce

Topics include: savings and withdrawal strategies, types of retirement accounts, and investment guidelines.  Attendees will leave with real-world next steps to inspire forward movement and progress.

Hosts:
Bonnie Bell, Director, Career/Life Coaching
Heidi Stoltz
, Investment Advisor
Corinne Salera, Investment Advisor
Jerene Meissert
, Relationship Manager

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

There is no fee for this event. Space is limited. Reservations for you (and a guest, if you wish) are required.

For inquiries and/or reservations: contact us at 800.700.0089, ext. 100 or by email at RSVP@bellinvest.com.

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