Events & Links

The Women's Roundtable

 

NEXT EVENT

The topic of our next wine and cheese gathering is not quite ready to be announced, but we do know it will be on
Wednesday, September 27, 2017, 6 – 8 pm

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

 

MOST RECENT PAST EVENT

Breaking Barriers One Note at a Time: The Story of Olga Samaroff
Wednesday May 17, 2017, 6 – 8 pm

Referred to as ‘The Eleanor Roosevelt of Music’, Olga Samaraoff was a groundbreaking concert pianist who made tremendous strides in the early part of the 20th century.  In a time of considerable gender bias, Olga self-produced her debut at Carnegie Hall in 1905, becoming the first woman to play at the venue, all before women in the U.S. were even allowed to vote.  Ms. Donna Kline, documentarian and classical pianist, will guide us through Olga’s compelling story of perseverance.

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.

 

BLOG POSTS 

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

College-Bound

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/Life 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

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.

 

 

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