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Bell Investment Advisors Offers Webinar, "Financial Planning for Boomers"

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© Marketwire 2013
2013-01-21 20:53:00 -

OAKLAND, CA -- (Marketwire) -- 01/21/13 -- Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they will be hosting a free webinar, Financial Planning for Boomers, on January 23, 2013, 2-2:30 PM PST. The event is part of the firm's ongoing educational series providing informational webinars on relevant topics related to Investment Management, Financial Planning, and Career/Life Coaching.

This informative webinar will include an overview of education planning, cash reserves strategies, benefits of an insurance review and maximizing your 401(k), options for living arrangements in retirement, and other critical topics for those approaching retirement.

Forrest Bell, CFP®, Senior Investment Advisor and Financial Planner, and Laurent Harrison, CFP®, Investment Advisor and Financial Planner, will be presenting the webinar. There will be an opportunity for participants to have their questions answered at the end of the presentation.

Questioned about the presentation, Forrest Bell replied, "We have discovered particular strategies that work for our clients in the current economic environment for creating financial flexibility. We'll share these strategies in our upcoming webinar."

Registration for the event is now open at: : .. . Space is limited.

An archive of past webinars presented by Bell Investment Advisors' financial advisor team and guest speakers can be found at: : .. . Past topics include aspects of financial planning, investment strategizing, as well as career coaching.

Through Investment Management, Financial Planning, and Career/Life Coaching, Bell Investment Advisors ( : .. ) helps people build positive momentum for a good life. Established in 1991, the firm has offices in Santa Rosa and Oakland, California.

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Nancy Isaacs
Bell Investment Advisors :

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