OAKLAND, CA. November 13, 2014 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today that they will be hosting an event, “Making a Good Life Happen®—The Lunch” on Wednesday, November 19, 2014, 12 – 1:30 PM at the firm’s Oakland office. The lunch is part of an ongoing series of events that reflect the firm’s dedication to providing free educational opportunities to the greater community focused on investment management, financial planning, and career/life coaching.
The event will be hosted by Jim Bell, CFP®, President & Founder, and Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching, who will discuss the firm’s philosophy, “Making a Good Life Happen”. Attendees will learn how the firm’s momentum-based investment strategy can help build positive momentum in other areas of life.
Join the firm for lunch and networking with interesting local professionals from the San Francisco Bay Area. Discussion during the event could have a direct impact on the future career and life planning decisions
of its participants.
“Most people want to have a good life, but unfortunately too many people simply cross their fingers and hope that will happen. As we always say, hope is not a strategy. Our momentum-based strategy offers insight into our philosophy, Making a Good Life Happen. This is a lunch that could actually change your life!”, says Bonnie Bell.
Space is limited, and reservations are required. Email Jaye Roundtree for more information and reservations, or visit: https://bellinvest.com/news-events/events/november-making-a-good-life-happen-lunch
Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 24th year of business, offering investment management, financial planning and career/life coaching services.
Bell Investment Advisors