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How to Make Your Life Work Financially

Lunch & Learn
May 18, 12 – 1:30 pm
Our downtown Oakland office, 1111 Broadway, Suite 1630

Our downtown Oakland office, 1111 Broadway, Suite 1630

Jim Bell, CFP® 
President and Founder
Corinne Salera
Investment Advisor

Join us for lunch and a presentation, in which the following topics will be addressed:

1. How your financial plan serves as a strategic decision making tool
2. How your financial plan determines sustainable spending
3. How to identify the optimal investment risk for making your life work
4. How investor behavior sabotages investment performance

There is no fee for this event. 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 by email at

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