Financial Literacy & Behavior for Adults and Young Adults
Jim Bell, CFP®
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
Wednesday Jun 17, 2015
6:00 PM - 7:30 PM PDT
Wednesday, June 17, 2015, 6 - 7:30 pm
Location
Bell Investment Advisors' office 1111 Broadway, 16th Floor, Oakland, CA 94607 City Center Parking accessible from 11th Street at Clay
Fees/Admission
Free
Website
Contact Information
Reservations are required as space is limited. For inquiries and/or reservations email Jaye Roundtree at jroundtree@bellinvest.com.
Send Email
Printed courtesy of www.oaklandchamber.com/ – Contact the Oakland Metropolitan Chamber of Commerce for more information.
300 Frank H. Ogawa Plaza, Oakland, CA 94612 – (510) 874-4800 – officemanager@oaklandchamber.com