Bell Investment Advisors Offers Webinar, "Preparing for Tomorrow's Transitions Today"
(firmenpresse) - OAKLAND, CA -- (Marketwired) -- 06/17/13 -- Bell Investment Advisors, , a Bay Area registered investment advisory firm, today announced they will be conducting a free webinar, "Preparing for Tomorrow's Transitions Today" on June 19, 2013, 2-2:30 PM PDT. The event is part of an ongoing series of webinars and events that reflect the firm's dedication to providing free educational opportunities to its greater community.
The webinar will focus on planning now for later-stage-of-life transitions that will have financial impact. Transitions such as career change, divorce, loss of a loved one, and retirement that require proper financial planning will be discussed. Key tips for successfully tackling these transitions, a checklist, and strategies to help maximize future social security benefits will be included.
Laurent Harrison CFP®, Investment Advisor and Financial Planner, and Rohan Nayak, CFP®, Financial Planner, both of Bell Investment Advisors, will present this June 19 webinar. There will be an opportunity for participants to have their questions answered at the end of the presentation.
Harrison says, "In my work with clients it is evident that people often don't realize the degree to which transitions, both positive and negative, can have a financial impact on their lives. With some basic preparation, the negative aspects can be dealt with effectively. This webinar is designed to help you implement these basic steps."
Registration for the event is currently open at: .
An archive of past webinars presented by Bell's financial advisor team and guest speakers on topics regarding wealth management, financial planning, and career coaching can be found here: .
Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 22nd year of business, offering investment management, financial planning, and career/life coaching services. For more information, visit .
MEDIA CONTACT:
Nancy Isaacs
Bell Investment Advisors
800-700-0089
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Datum: 17.06.2013 - 18:33 Uhr
Sprache: Deutsch
News-ID 270407
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OAKLAND, CA
Kategorie:
Commercial & Investment Banking
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