Jim Bell, CFP®, President & Founder
Rohan Nayak, CFP®, Relationship Manager, Financial Planner
Don’t miss out on money that could be yours. Attend our Lunch and Learn for crucial information.
- Collecting Social Security too early can cost you thousands in lifetime benefits.
- Applying for spousal benefits can be like finding a whole new nest egg.
- Understanding the ten-year rule is important if you want to apply for Social Security when you are widowed or divorced.
Bell Investment Advisors’ Oakland Office
1111 Broadway, 16th Floor, Oakland, CA 94607
Hosted lunch. Reservations are required. To RSVP or for more information,
contact Jaye Roundtree at 510.433.1066, ext. 100 or email@example.com.