Lunch Seminar: Is Your 401 (k) Plan Right for You?

Hosts: Laurent Harrison, CFP® Investment Advisor, Financial Planner Rohan Nayak, CFP® Relationship Manager, Financial Planner In addition to basics, we?ll focus on significant 401(k) concerns such as cost, investment flexibility, percent being saved, rollover options, and the priority of a 401(k) in your savings plan?as well as their relative importance at various life stages. Join us! 500 12th Street, Parkway Room Oakland, CA 94607 Reservations are required. To RSVP or for more information, contact Jaye Roundtree at 510.433.1066, ext. 100 or jroundtree@bellinvest.com.