SOURCE: Bell Investment Advisors
OAKLAND, CA--(Marketwired - Feb 10, 2014) - Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced that it will be hosting a lunch and learn event, "Are You Missing Strategic Benefits from Social Security?", on February 19, 2014, 12-1:30 PM PST. The event is part of the firm's ongoing educational efforts providing informational material on relevant topics related to Investment Management, Financial Planning, and Career/Life Coaching.
The event will be hosted by Jim Bell, CFP®, President & Founder of the firm, and Rohan Nayak, CFP®, Relationship Manager, Financial Planner.
Topics discussed at the lunch will center on strategies to maximize monetary benefits that are often overlooked. The Bell team will share crucial information on when to collect Social Security to get the most of lifetime benefits, applying for spousal benefits, and understanding the ten-year rule when applying for Social Security if you are widowed or divorced. There will be an opportunity for registered participants to have their questions discussed and answered during the event.
"Social Security benefits are more complicated and more promising than most people realize," said Mr. Bell. "Learn about your eligibility for benefits you may not know exist."
Space is limited. Reservations are required. To RSVP for the lunch and learn event at the firm's Oakland, CA office, visit the firm's website:
An archive of past events and 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.