Financial Literacy & Behavior for Adults and Young Adults

Jim Bell, CFP®
President and Founder
Heidi Stoltz

Investment Advisor

Join us for an indoor summer picnic and a presentation on financial basics. The discussion is intended for young adults and mature teens who are learning basic financial principles, but it could also benefit adults who may be fine-tuning their financial objectives. (You might want to bring your son or daughter.)

The material will include an exploration of how financial literacy and responsibility are grounded in the concept of dignity. With this underlying perspective, the team will teach principles of budgeting, spending, banking, borrowing, saving, and investing. There is no fee for this event.

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

Reservations are required as space is limited.
Email Jaye Roundtree to register or for more information.

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