Archives: Events
Why Education Planning Should Be Part of Your Financial Plan
Presenters: Forrest Bell, CFP®, Senior Investment Advisor,Financial Planner Laurent Harrison, Investment Advisor Join us for an education planning webinar and ...
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An Educational Seminar on Investing in the Distressed Single-Family Home Market
· What’s happening in the Bay Area residential real estate market? · What role are investors playing in the distressed ...
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Making a Good Life Happen® — the Lunch
Join us for networking, lunch (provided, of course), and an opportunity to learn about our firm’s philosophy, “Making a Good ...
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Strategies for Surviving Volatile Markets
Presenters: Jim Bell, CFP®, President & Founder Marivic Hammond, Senior Investment Advisor What can one do when the stock market ...
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Shift and Shout: Two Urban Boomers Prove You Don’t Need to Retire to Move to Paradise
Hosted by: Jim Bell, CFP®, President & Founder Guest speakers: Dewey & Susan Watson, authors of this book Now that ...
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Season Finale: Do That VooDoo
Paramount Theater, Oakland Please visit the symphony’s website, www.oebs.org, for a detailed description of this exciting, only-in-Oakland program. It will feature ...
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An Educational Seminar on Appropriate and Inappropriate Uses of Annuities
Income Annuities are the only financial instrument that can guarantee income for as long as you live – no matter ...
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Making a Good Life Happen® — the Lunch
Join us for networking, lunch (provided, of course), and an opportunity to learn about our firm’s philosophy, “Making a Good ...
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August Investment Committee Update (for clients only)
Presenters: Matt King, CFA, Managing Director, Chief Investment Officer Marivic Hammond, Senior Investment Advisor Get access to the latest thinking ...
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