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Making a Good Life Happen® — the Lunch

Come for lunch, and improve your life...
January 25, 2016, 12 – 1:30 pm
Our downtown Oakland office, 1111 Broadway, Suite 1630

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

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!

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.

Market Analysis

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May Market Commentary
June 3, 2020 In May, optimism related to the gradual reopening of the US economy persisted. After some initial …Read More

Video

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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More