|By Marketwired .||
|January 16, 2014 11:30 AM EST||
OAKLAND, CA -- (Marketwired) -- 01/16/14 -- Bell Investment Advisors, www.bellinvest.com, a Bay Area registered investment advisory firm, announced today that they will be conducting two "Making a Good Life Happen" events, an online webinar on Wednesday, January 22, 2014, 2-2:30 PM PST and a lunch on January 29, 2014, 12-1:30 PM PST in the firm's Oakland office. The webinar and the lunch are part of an ongoing series of events that reflect the firm's dedication to providing free educational opportunities to the greater community focused on investment management, financial planning, and career and life coaching.
At both events Jim Bell, CFP®, President & Founder, and Bonnie Bell, Principal & Director, Career/Life Coaching, will discuss the firm's philosophy, "Making a Good Life Happen", with an emphasis this time on the value of constructive conversations. Participants will discover how the questions underlying the firm's momentum-based investment strategy can help build positive momentum in other areas of life. Time will be allotted for Q&A at the end of the presentation.
Bonnie Bell says, "The new year is a perfect time to begin or continue building positive momentum in your career, your finances, and other areas of your life. Our intention is to help you think more clearly about how to go about doing that in order to transform your concerns into effective action that will get you where you want to go."
Registration for the January 22 webinar is currently open at: https://www2.gotomeeting.com/register/524427482.
The January 29 lunch will include an interactive presentation, networking with interesting professionals, and an opportunity to interact with the Bell team. Space is limited, and reservations are required. Reservations for the lunch can be made by emailing the firm at [email protected].
An archive of past webinars presented by Bell's financial advisory team and guest speakers on a range of topics in the fields of wealth management, financial planning and career coaching can be found here: http://www.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 23rd year of business, offering investment management, financial planning and career/life coaching services. For more information visit www.bellinvest.com.
Bell Investment Advisors