Join us for lunch and a presentation, in which the following topics will be addressed:
Wednesday May 18, 2016
Wednesday, May 18, 12 - 1:30 pm Our downtown Oakland office, 1111 Broadway, Suite 1630, just by 12th Street BART There is no fee for this event.
Space is limited. Reservations for you (and a guest, if you wish) are required.
For inquiries and/or reservations, contact us at 800.700.0089, ext. 100 or by email at rsvp@bellinvest.com.
How to Make Your LIfe Work Financially
1. How your financial plan serves as a strategic decision making tool
2. How your financial plan determines sustainable spending
3. How to identify the optimal investment risk for making your life work
4. How investor behavior sabotages investment performance
Jim Bell, CFP®, President and Founder
Corinne Salera, Porfolio Manager, Ivestment Advisor
Date and Time
12:00 AM - 1:30 PM PDT
Location
Fees/Admission
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