Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they will be hosting a free seminar, Game Planning for the Last Three Quarters of 2013 on March 13, 2013, 6 – 8 PM PDT. The event is part of the firm’s ongoing educational series and philosophy of building positive momentum for life through investment management, financial planning, and career/life coaching.
Jim Bell, CFP®, President and Founder of Bell Investment Advisors, and Matt King, CFA, Managing Director, Chief Investment Officer of the firm, will lead the March 13 event. Seminar topics include first quarter projections for the stock market, bond market, and economy; major trend shifts for 2013; and positioning your portfolio for the fourth quarter and beyond.
Mr. King has remarked, “We see 2013 as an inflection point for a major trend change within global asset markets. This shift is still in its early stages, so investors still have plenty of time to adjust their portfolios accordingly.”
The seminar will take place at the spectacular new Memorial Stadium (U.C. Berkeley), in the exclusive University Club Level, overlooking the entire San Francisco Bay Area. Complimentary parking is provided by Bell in the Boalt Hall Parking Lot off Piedmont Avenue just north of the Hass Business School. Learn more about the seminar here. Advance reservations are required. To reserve your place, email Jaye Roundtree at email@example.com by March 11, 2013.
Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 22nd year of business, offering investment management, financial planning, and career/life coaching services.
Bell Investment Advisors