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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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