Events & Links

The Women's Roundtable



Co-ed Screening of the film RBG; Justice Ruth Bader Ginsburg: An intimate portrait of an unlikely rock star

March 20, 6 – 8:30 pm

Join The Women’s Roundtable as we host a screening of the recently-released documentary RBGRBG is a revelatory film that explores Ruth Bader Ginsburg’s life as a law student, wife, mother, law professor and the 107th Supreme Court Justice of the United States. Through interviews with colleagues, lifelong friends, and family, the film follows the span of her partnership with husband Marty Ginsburg and her prodigious career as a jurist who applied the law to dismantle gender-based discrimination statutes and advocate for women’s rights.

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

There is no fee to attend this event.
Space is limited. Reservations for you (and a guest, if you wish) are required.
800.700.0089, ext. 100 or

NOTE: While The Women’s Roundtable is geared toward a female audience, Bell Investment Advisors will be presenting a screening in 2019 for both women and men.



Four Tips for Women Investors (that also work for men)

Investing in Ourselves at Various Life Stages

Stocks, Not Stockings

Saving for Retirement:
What Will Be Your Story?

Meet Their Needs for a Lifetime

Saving for Retirement

FOCUS (in the series Taking Charge of Your Financial Future)

Money Talks. So Should We.

Prepare Now for Retirement Later

Taking Charge of Your Financial Future

The Women’s Roundtable

Giving and Your Financial Plan

Family First

Resources for Financially-Savvy Kids


Helping Your Teen Find a Summer Job
and/or a Worthwhile Summer

The Woman Investor

The Power of No

The women at Bell Investment Advisors have been pleased to host a wine and cheese event for women several times each year since January 2014. Our purpose is to provide a warm, enriching environment in which to share ideas that impact our lives — financially and otherwise. Sometimes we invite guest speakers to present on topics that harmonize with our firm’s philosophy, Making a Good Life Happen®, and with our three offers: Investment Management, Financial Planning, and Career Coaching. These events tend to attract a lively group of interesting, diverse, professional women who also find the gatherings to be ideal networking opportunities. Our attendees enjoy themselves and each other and tell us they feel comfortable, welcome, and stimulated by our programming. On occasion we sponsor a special event to which men as well as women are invited.

Some of the topics addressed in past events of The Women’s Roundtable:

  • Taking Charge of Your Financial Future
  • Budgeting and Saving
  • Keep Calm and Invest On: Taking the Emotion Out of Your Money
  • Saving for Retirement: Never Too Early, Never Too Late
  • Milestones: Planning for Life Events
  • Creating Positive Social Impact through Values-Based Investing
  • The Business Value of Investing in Women
  • Tell Me Something Good: Discovering positive social impact in Oakland and in your investment portfolio
  • The Collective Power of Women: The History of Oakland’s Women’s Clubs
  • Breaking Barriers One Note at a Time: The Story of Olga Samaroff
  • Inspiring All Girls to Be Strong, Smart and Bold: An Evening with Girls Inc. of Alameda County
  • Practical Wellness: Affordable, Approachable Strategies for a Happier Mind & Healthier Body

The Bell Investment Advisors staff includes both men and women in various roles.

In addition to The Women’s Roundtable events, Bell regularly holds online webinars and lunch and evening events for clients and others on a wide range of topics, including social impact investing, wills and trusts, retirement planning, Social Security, college planning, and financial literacy for young adults.

If you are interested in learning more about The Women’s Roundtable or our other events, please contact our office. If you are interested in any of our services, you are welcome to call to arrange a free consultation with one of our staff. Our receptionist will be able to appropriately direct your inquiry. Call us at 510.433.1066 or 800.700.0089.



Market Analysis

video feature image
“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


video feature image
Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

video feature image
Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More