OAKLAND, CA. May 12, 2014 – Bell Investment Advisors (bellinvest.com), a Bay Area registered investment advisory firm, announced today that they will be hosting an event, “Making a Good Life Happen®—The Lunch” on Wednesday, May 21, 2014, 12-1:30 PM at the firm’s Oakland office. The lunch is a part of an ongoing series of events that reflect the firm’s dedication to providing free educational opportunities to the greater community focused on investment management, financial planning, and career/life coaching.
The event will be hosted by Jim Bell, CFP®, President & Founder, and Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching, who will discuss the firm’s philosophy, “Making a Good Life Happen”. Participants will discover how questions underlying the firm’s momentum-based investment strategy can help build positive momentum in other areas of life.
Bonnie Bell commented, “At our Making a Good Life Happen events, participants can experience insights that enable them to take effective action toward their life goals.”
Join the firm for lunch, networking with interesting local professionals, and an opportunity to learn about Bell Investment Advisors’ philosophy, “Making a Good Life Happen”. The discussions during the event can have a direct impact on future career and financial planning decisions of its participants. Space is limited, and reservations are required. For inquiries and/or reservations, contact Jaye Roundtree at 510.433.1066, ext. 100 or email@example.com.
Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 24th year of business, offering investment management, financial planning and career/life coaching services. For more information visit https://bellinvest.com.
Bell Investment Advisors