Tell Me Something Good:
Discovering positive social impact in Oakland and in your investment portfolio
An evening of local wine and uplifting stories — not to be missed.
Wednesday, September 21, 6 – 8 pm
Cerruti Cellars, 100 Webster, Jack London Square, Oakland, California
Both men and women are invited to attend this special event sponsored by The Women’s Roundtable. There is no fee to attend. Space is limited. Reservations for you (and a guest, if you wish) are required. For inquiries, reservations: contact us at 800.700.0089, ext. 100 or by email at RSVP@bellinvest.com
Information is plentiful. Grounded assessments are not. Bell Investment Advisors is pleased to offer The Women’s Roundtable, a learning cooperative for and by women. Our aim is to provide an enriching environment in which to learn and share ideas that impact our financial goals.
When we evaluate our overall financial location, do we view it from every angle? Are investments positioned for long-term planning or short-term goals? How can you engage family members in discussions around wealth planning? Can you make your money multitask?
Our goal is to keep things practical—we want to provide thoughtful commentary and be a resource for timely financial news and content. We deliver this through a series of educational seminars on various themes and topics, with diverse perspectives from our expert partners and women facing similar challenges and everyday concerns.
This is our roundtable. Let’s talk.
Join us for quarterly Wine & Cheese Gatherings to discuss financial topics and strategies with a focus
According to The $14 Trillion Woman, by Kay and DiLeonardi (2009):
The Women’s Roundtable is featured in Diablo Magazine, read the online article here.
Take charge of your financial future by joining one or all of The Women’s Roundtable events this year.
Although still positive for the month, the so called Trump Rally took a breather in January. There i...
The presenters review the market activity and the economic events of 2016, as well as preview what 2
2016 was a horrible year for professional predictors, forecasters, fortune tellers, and pollsters. T...
OAKLAND, Calif. September 8, 2016 /PR Newswire/ — Bell Investment Advisors has announced it will be hosting a special wine and cheese reception and seminar…