OAKLAND, CA. April 8, 2014 – Bell Investment Advisors, www.bellinvest.com, a Bay Area registered investment advisory firm, announced today they will be conducting a webinar, “Are You Missing Strategic Benefits from Social Security?” on Wednesday, April 23, 2014, 2-2:30 PM PDT. This online event is a part of an ongoing series of webinars that demonstrate the firm’s commitment to providing free educational opportunities to the greater community centered on Bell’s three core services, investment management, financial planning, and career/life coaching.
Laurent Harrison, CFP®, Investment Advisor, Financial Planner, will present the webinar with Rohan Nayak, CFP®, Relationship Manager, Financial Planner. The webinar will highlight strategies for getting the most from your Social Security benefits. Topics covered will include how collecting Social Security too early can cost you in lifetime benefits, the pros of applying for spousal benefits, and understanding the ten-year rule when applying for Social Security when you are widowed or divorced. Time will be reserved for Q&A at the end of the presentation.
“We strongly encourage attendees, especially those between the ages of 60 and 70, to join this webinar for important information clarifying how taking Social Security benefits at the optimal age can significantly boost retirement success. It’s especially important for those eligible for a spousal benefit for themselves or spouse. It’s very gratifying when we see our clients experience the “aha moment” when they clearly see the benefits of choosing benefits at the right time in their lives.”
–Laurent Harrison, CFP®
Registration for the April 23 webinar is currently open at: https://www2.gotomeeting.com/register/336585298
In addition to the webinar, Bell will host a Lunch and Learn event, “The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes” on April 30, 2014 at their Oakland office. To learn more about the complimentary presentation and lunch, including how to register, visit Bell’s event page: https://bellinvest.com/news-events/events/.
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: https://bellinvest.com/resource-center/webinars.
Bell Investment Advisors, a privately-owned, registered investment advisory firm, managing over $500 million in assets, and in its 24th year of business, offers investment management, financial planning, and career/life coaching services.
Bell Investment Advisors