Bell Investment Advisors Offers Two Complimentary Financial Planning Events to Start the New Year

OAKLAND, CA. January 6, 2015 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will host two events to start the new year: “Making a Good Life Happen®—The Lunch” on Wednesday, January 14, 2015, 12 – 1:30 PM at the firm’s Oakland office and a webinar, “How to Make Your Life Work Financially” on Wednesday, January 21, 2015, 2 – 2:30 PM. The lunch and the webinar are both 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 “Making a Good Life Happen®—The Lunch” 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.

Space is limited, and reservations are required. Email for more information
and reservations.

The webinar “How to Make Your Life Work Financially” will be presented by Jim Bell, CFP®, President and Founder and Corinne Salera, Relationship Manager. The presenters will discuss the importance of financial planning and managing finances in one’s life to get the best possible outcome. Whether it is maximizing cash flow while minimizing risk, determining your probability of financial success, or even planning for retirement the webinar will explore the value of having a steady cash flow to contribute to having your life work financially. Jim Bell commented on financial planning for retirement and the misconceptions when it comes to retirement and income saying,

“Most people in retirement think they are looking for income, but what they really want is cash flow. This presentation will illuminate the difference and why it is important. Managing for cash flow can minimize risk, increase return, and reduce taxes.”

To register for the January 21 webinar visit:

An archive of past webinars presented by Bell’s financial advisory team and guest speakers on a range of topics in the fields of wealth management, financial planning, and career coaching can be found here:

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. For more information, visit

Nancy Isaacs
Bell Investment Advisors

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