To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.
You may know a young woman, 18 – 30, who could benefit from attending the YWCA’s tenth annual Young Women and Money Conference. This conference is designed to help young women gain financial independence and success. Attendees will learn about good credit, budgeting, paying bills, and investing.
Oakland Mayor Libby Schaff will give the opening address, and Heidi Stoltz, Investment Advisor at Bell Investment Advisors, will be one of the workshop presenters. Heidi has given several Bell-sponsored presentations on “Financial Literacy & Behavior for Adults and Young Adults” and plays a key role in The Women’s Roundtable at Bell. Her afternoon workshop at the conference will focus on credit and credit security.
The conference will be held at the Marriot Oakland City Center near the 12th Street BART station on Saturday, December 9, 9 am – 4 pm. Bell Investment Advisors will be a sponsor of this year’s event.
For more information and to register: http://www.ywca-berkeley.org/young-women-money-conference Alert: the conference sells out every year!
Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...
Join us as we explore these questions in our half hour webinar to discuss topics like What does the
Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...
Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]