Join us for lunch and a discussion of year-end tax planning. Guest speaker Jack W. Chu, CPA, Managing Partner of Chu & Waters, LLP, and trusted tax advisor to many Bell clients, is an expert who will wake you up, make you think, and make you laugh – not put you to sleep!

Space is limited, and reservations are required. September 28, 2011, 12 pm to 1:30 pm. Lunch will be provided. For inquiries and/or reservations, email info@bellinvest.com.

Hosted by:
Jim Bell, CFP®, President & Founder
Bonnie Bell, Principal, Director, Career & Life Coaching

Guest Speaker:
Jack W. Chu, CPA, Managing Partner of Chu & Waters, LLP