Presenter:
Wednesday Nov 13, 2013
November 13, 2013 at 5:30 pm - 7 pm Bell Investment Advisors, Inc. 1111 Broadway, 16th Floor Oakland, CA 94607 Complimentary wine and cheese event.
If you have questions or would like to arrange an appointment to meet with us in person at no cost or obligation, please call our main office at 800.700.0089 or e-mail us at info@bellinvest.com.
Wine & Cheese: The Women's Roundtable: Giving with a Plan at Bell Investment Advisors, Inc.
Marivic Hammond, Senior Investment Advisor
GUESTS: Melanie Hamburger, CEO, Catalytic Women; and attorneys Agnieszka K. Adams & M. Brooke Wilson of Roisman Henel LLP
Join facilitated discussions on making giving part of your financial plan, how to engage family members in wealth transfer discussions, tax impact of gifting, philanthropy, and more.Video
Date and Time
5:30 PM - 7:00 PM PST
Location
Fees/Admission
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Wine & Cheese: The Women's Roundtable...