Past Events

Bedel Financial past special events, lunches, and seminars.

Image for 2018 BFC Time with Santa

Dec 8, 2018

2018 BFC Time with Santa

When: 10:00 a.m. - 12:00 p.m.

Come join us for a fun morning of crafts, snacks, cookie decorating, and of course…Santa himself! Be sure to bring your phone or camera if you’d like pictures with Santa. Please RSVP to by November 30th to join in the fun!

Image for 2018 Bedel Financial Forum

Nov 7, 2018

2018 Bedel Financial Forum

When: 5:30 p.m. - 7:30 p.m.

Join us on Wednesday, November 7th, as Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses important trends and events for investors. As Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop is responsible for analyzing and discussing international markets. Cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” Jeffrey provides perspective on global trends and events in an effort to help investors understand their significance and financial implications. *RSVP by emailing

Image for 2018 Shred Day

Sep 22, 2018

2018 Shred Day

When: 9:00 a.m. - 12:00 p.m.

It's that time of year again - time for BFC's annual Shred Day! Be sure to come out and visit us on September 22nd to dispose of your confidential documents safely and securely. We look forward to seeing you there!

Image for Open House & 30th Anniversary

Jun 19, 2018

Open House & 30th Anniversary

When: 4:00 p.m. - 7:00 p.m.

We’re excited to celebrate 30 wonderful years of serving our clients, and to show off our beautiful new office! We hope you’re able to attend our open house on Tuesday, June 19th, from 4:00 – 7:00 p.m. to join in the festivities! Click for more info and to RSVP now!

Image for 2017 Bedel Financial Forum

Oct 17, 2017

2017 Bedel Financial Forum

RSVP Now - Limited Space Available! Tuesday, October 17, 2017 Registration & Cocktail Reception starts at 5:30 pm Program: 6:00 - 7:30 pm Meridian Hills Country Club Bedel Financial is pleased to welcome Liz Ann Sonders as our