Hosts:
Jim Bell, CFP®
President and Founder
Heidi Stoltz
Investment Advisor

From 6 – 7:30 pm, join us of a light supper and a presentation covering the basics of financial literacy: budgeting, spending, banking, borrowing, saving, and investing. We will explore how financial literacy and responsibility are grounded in the concept of dignity. Great event for young adults and a nice opportunity for young and older people to enjoy an evening together.

There is no fee to attend. Space is limited. Reservations for you (and a guest, if you wish) are required. For inquiries and/or reservations, contact us at 800.700.0089, ext. 100 or  rsvp@bellinvest.com.