SOURCE: Bell Investment Advisors
OAKLAND, CA--(Marketwired - Oct 15, 2013) - Bell Investment Advisors, www.bellinvest.com, a Bay Area registered investment advisory firm, today announced they will be conducting a free webinar, "Financial Planning for Boomers" on October 23, 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 include topics such as creating an investment strategy that supports and pivots with your financial plan. Important talking points will include such life-changing decisions as intelligently approaching Social Security, the benefits of adopting a fluid spending plan in retirement, and navigating the complex world of pension options. Key tips for specific, helpful pension choices like lump sum options and survivor benefits will be discussed.
Forrest Bell, CFP®, Senior Investment Advisor and Financial Planner, and Laurent Harrison, CFP®, Investment Advisor and Financial Planner at Bell Investment Advisors, will present this October 23rd webinar. There will be an opportunity for participants to have their questions answered at the end of the presentation.
"This webinar is the second in our series focused on helping Boomers get focused on retirement planning," says Harrison. "In addition to a thoughtful approach to Social Security, we'll cover why it is so critical to choose your pension benefits wisely, as well as discuss the benefits of adjusting your spending from year to year to keep your plan on track. A simple adjustment on spending up or down in retirement based on marked returns can significantly increase your chances of living comfortably in retirement. It's a must for those who are just a year away or even a few years away from retirement and beginning to think about these very important decisions."
Registration for the event is currently open at: http://www.bellinvest.com/news-events/events/financial-planning-boomers-1
An archive of past webinars presented by Bell's financial advisor 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 22nd year of business, offering investment management, financial planning, and career/life coaching services. For more information, visit www.bellinvest.com.