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Events

Making a Good Life Happen: the Lunch
event date & time: June 27, 2012 at 12:00 pm
An Educational Seminar on Appropriate and Inappropriate Uses of Annuities
event date & time: May 31, 2012 at 12:00 pm
Twice Heroes: The Story of America’s Nisei Veterans
event date & time: May 24, 2012 at 5:30 pm
Season Finale: Do That VooDoo
event date & time: May 18, 2012 at 8:00 pm

News

Bell Investment Advisors Sponsors Oakland East Bay Symphony’s Season Finale
posted: May 10, 2012
Rebuilding Together Oakland & Bell Investment Advisors Support National Rebuilding Day
posted: May 4, 2012
Jim Bell, CFP®, Founder & President of Bell Investment Advisors, a Featured Speaker on Top Advisor Panel
posted: March 23, 2012
Bell Investment Advisors Offers Webinar, Why Education Planning Should Be Part of Your Financial Plan.
posted: March 15, 2012

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Events

Print2011 Year-End Tax Planning

Lunch & Learn
event date & time: September 28, 2011 at 12:00 pm

Join us for lunch and a discussion of year-end tax planning. Guest speaker Jack W. Chu, CPA, Managing Partner of Chu & Waters, LLP, and trusted tax advisor to many Bell clients, is an expert who will wake you up, make you think, and make you laugh – not put you to sleep!

Space is limited, and reservations are required. September 28, 2011, 12 pm to 1:30 pm. Lunch will be provided. For inquiries and/or reservations, email info@bellinvest.com.

Hosted by:
Jim Bell, CFP®, President & Founder
Bonnie Bell, Principal, Director, Career & Life Coaching

Guest Speaker:
Jack W. Chu, CPA, Managing Partner of Chu & Waters, LLP

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