Financial advisors' agenda: Bonds, energy and tai chi

The well-heeled clients of Schultz Financial Group gathered in the meeting room at Harrah's Reno.

They heard the sorts of presentations that financial advisory companies provide for their clients an expert opinion on the direction of the bond market, for instance, and another expert's thoughts on U.S.

energy policy.

And then there were the sorts of presentations that no one expects at financial seminars.

Yoon-Hang Kim, M.D., dean of integrative medicine at the Acupuncture and Integrative Medicine College, talked about the secrets of healing and later taught some basic tai chi moves to seminar participants.

Susan Ayarbe, president of Learning Assessment Partners LLC, discussed mindfulness and psychology.

And the lunch in the midst of all this? Organic, of course.

Holly Evers, business manager for the Reno-based financial advisory company, says it's only natural that the firm should deal with the emotional and physical well-being of its clients.

"As we are planning people's financial lives, we get to know them," she says."We want them to have a good quality of life.We want them to be balanced.

If you have a lot of money, but your health isn't good, it doesn't matter how much money you have."

Although many of the 50 clients at the all-day session were more accustomed to reviewing their fiscal fitness than their physical fitness, they see the need to preserve their physical and emotional capital.

"They loved it," Evers says.

The organic lunch, too, was a hit.While the basic menu organic chicken, quinoa, grilled organic vegetables was developed by Wild Oats Market, a dessert designed by the Harrah's culinary staff was a particular hit.

Evers didn't even tell the company's guests that the chocolate cheesecake was made from tofu.