Event Category: Lunch & Learn
Are You Missing Strategic Benefits from Social Security?
Presenters: Laurent Harrison, CFP®, Investment Advisor, Financial Planner Rohan Nayak, CFP®, Relationship Manager, Financial Planner Don’t miss out on money ...
Read More →
EVENT CANCELLED: The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes
EVENT CANCELLED. View the recent webinar video here. Please contact us with any questions. Host: Jim Bell, CFP®, President and Founder Guest Speaker: Scott ...
Read More →
Doing Well While Doing Good: How to Incorporate Charitable Planned Giving into Your Estate
Hosts from Leland Parachini Steinberg Matzger & Melnick LLP: Patrick Z. Riley, Esq., Certified Specialist in Estate Planning, Trust and ...
Read More →
How to Make Your Life Work Financially
Hosts: Jim Bell, CFP® President and Founder Corinne Salera Investment Advisor Presentation highlights: You can maximize cash flow while minimizing ...
Read More →
Creating Positive Social Impact Through Values-Based Investing
Hosts: Jim Bell, CFP® President and Founder Marivic Hammond Senior Investment Advisor Investors increasingly express their desire to create positive ...
Read More →
How to Make Your Life Work Financially
Location Our downtown Oakland office, 1111 Broadway, Suite 1630 Hosts Jim Bell, CFP® President and Founder Corinne Salera Investment Advisor ...
Read More →
Making a Good Life Happen® — the Lunch
Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm’s philosophy, “Making a Good ...
Read More →
Retirement Spending: A Blueprint for Smart & Strategic Distributions
Use your investment accounts to create a monthly paycheck in retirement. Tailor your distributions to meet your needs before and ...
Read More →
Retirement Spending: A Blueprint of Smart & Strategic Distributions
This is a repeat of the filled-to-capacity October 2017 event! Use your investment accounts to create a monthly paycheck in ...
Read More →