Jim Bell, CFP®
Wednesday Jun 17, 2015
Wednesday, June 17, 2015, 6 - 7:30 pm Bell Investment Advisors' office 1111 Broadway, 16th Floor, Oakland, CA 94607 City Center Parking accessible from 11th Street at Clay Free
Reservations are required as space is limited. For inquiries and/or reservations email Jaye Roundtree at jroundtree@bellinvest.com.Financial Literacy & Behavior for Adults and Young Adults
President and Founder
Heidi Stoltz
Investment Advisor
Join us for an indoor summer picnic and a presentation on financial basics. The discussion is intended for young adults and mature teens who are learning basic financial principles, but it could also benefit adults who may be fine-tuning their financial objectives. (You might want to bring your son or daughter.)
The material will include an exploration of how financial literacy and responsibility are grounded in the concept of dignity. With this underlying perspective, the team will teach principles of budgeting, spending, banking, borrowing, saving, and investing. There is no fee for this event.
Date and Time
6:00 PM - 7:30 PM PDT
Location
Fees/Admission
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