OAKLAND, CA. April 7, 2015 – Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today they will hold two events this month: “Making a Good Life Happen®—The Lunch” on Wednesday, April 22, 2015, noon to 1:30 pm at the firm’s Oakland office and, a webinar, “Creating Positive Social Impact Through Values-Based Investing” on Wednesday, April 29, 2015, 2 – 2:30 pm. The lunch and the webinar are both part of an ongoing series of events that reflect the firm’s dedication to providing free educational opportunities focused on investment management, financial planning, and career/life coaching to the greater community.
“Making a Good Life Happen—The Lunch”, will be hosted by Jim Bell, CFP®, President and 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”. Attendees will learn how the firm’s momentum-based investment strategy can also help build positive momentum in other areas of life.
Space is limited, and reservations are required for the April 22 lunch. Email Jaye Roundtree for more information and reservations.
The webinar, “Creating Positive Social Impact Through Values-Based Investing”, will be presented by Jim Bell, CFP®, President and Founder, and Marivic Hammond, Senior Investment Advisor. They will explore how values-based investing can provide an opportunity to leverage your personal financial assets to benefit others as well as you and your family.
Hammond explains: “Like most investors, you primarily want your investment assets to benefit you and your family now and in the future. At the same time, you may want these same investment assets to reflect your own deeply-held values and to create positive social impact. In this webinar we will discuss the ways in which Bell Investment Advisors is responding to this interest and desire on behalf of our clients.”
To register for the April 29 webinar visit:
An archive of past webinars presented by Bell’s financial advisory team and guest speakers on a range of topics in the fields of investment management, financial planning, and career/life coaching can be found here: https://bellinvest.com/resource-center/webinars.
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 www.bellinvest.com.
Bell Investment Advisors