How to Make Your Life Work Financially
Lunch and Learn
Hosts:
Jim Bell, CFP®
President and Founder
Corinne Salera
Investment Advisor
Presentation highlights:
- You can maximize cash flow while minimizing risk.
- Making your life work financially is not a contest with your neighbor, your sister-in-law, or your boss.
- Financial Planning determines your probability of financial success, i.e. you do not run out of money.
- Financial Planning determines the required rate of return on your assets and your optimal low risk portfolio strategy.
- Retirees need cash flow not income. (Do you know the difference?)
Date and Time
Wednesday Feb 4, 2015
12:00 PM - 1:30 PM PST
Wednesday, February 4, 2015 12 ? 1:30 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
Email jroundtree@bellinvest.com to register or for more information.
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