Past Events

Bedel Financial past special events, lunches, and seminars.

Image for Ask The Expert: Family Meetings

Oct 1, 2019

Ask The Expert: Family Meetings

Do you understand your aging parents’ wishes for their legacy? Are your adult children familiar with yours? An important step of the legacy planning process is the family meeting. These meetings can help to ensure that all family involved is on the same page and understands each family members’ wishes and expectations for their legacy. Please join us on Tuesday, October 1st, as Bob Mauterstock, CFP® discusses the importance of the family meeting and provides tips on conducting the most effective meeting possible.

Image for 2019 Ladies Luncheon

Apr 23, 2019

2019 Ladies Luncheon

Join us on Tuesday, April 23rd, for what is sure to be an entertaining and inspiring presentation by award-winning local storyteller Sally Perkins. In celebration of the upcoming 100th anniversary of the 19th Amendment in 2020, Sally has created Digging in Their Heels: An Energized, Eye-Opening Story of Women’s Battle for the Vote. This high-energy, surprise-filled piece tells the story of women’s 72-year struggles, strategies, and stamina in their fight for the right to vote. Told as if Susan B. Anthony and her spicy pals had iPads, Snapchat, Twitter, and Uber, the story keeps audiences laughing, marveling, and learning from those who paved the way for women today. We hope you’re able to join us for this special performance before Sally heads out on national tour.

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 RSVP@bedelfinancial.com 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 RSVP@BedelFinancial.com.

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!