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Making a Good Life Happen® — the Lunch

Come for lunch, and improve your life . . .
September 20, 2017, 12 - 1:30 pm
Our downtown Oakland office, 1111 Broadway, Suite 1630

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm’s philosophy, “Making a Good Life Happen”. This could have a direct impact on your future!

Hosts:
Jim Bell, CFP®, President and Founder, and
Bonnie Bell, MA, MDiv., Principal, Director of Career/Life Coaching

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 RSVP@bellinvest.com.

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Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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