Event Category: Webinar
August Investment Committee Update (for clients only)
Presenters: Matt King, CFA, Managing Director, Chief Investment Officer Marivic Hammond, Senior Investment Advisor Get access to the latest thinking …
How the November Election Results Could Affect Your Portfolio
Presenters: Jim Bell, CFP®, President and Founder Matt King, CFA, Managing Director, Chief Investment Officer Understanding historical market performance leading …
November Investment Committee Update (for clients only)
Presenters: Matt King, CFA, Managing Director, Chief Investment Officer Marivic Hammond, Senior Investment Advisor Get access to the latest thinking …
Year-End Review and 2013 Preview
Presenters: Matt King, CFA, Chief Investment Officer, Managing Director Marivic Hammond, Senior Investment Advisor Join us for a review of …
The Women’s Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan
Presenter: Marivic Hammond, Senior Investment Advisor Featured Guest Speaker: Melanie Hamburger, Principal, Catalytic Women Topics and key message will include: …
Game Planning for the Last Three Quarters of 2013
Presenters: Jim Bell, CFP®, President & Founder Matt King, CFA, Managing Director, Chief Investment Officer We invite you to a …
February Investment Committee Update
Presenters: Matt King, CFA, Managing Director, Chief Investment Officer Marivic Hammond, Senior Investment Advisor Get access to the latest thinking …
Financial Planning for Boomers
Presenters: Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner Laurent Harrison, CFP®, Investment Advisor, Financial Planner
Making a Good Life Happen® — the Webinar
Presenters: Jim Bell, CFP®, President & Founder Bonnie Bell, MA, MDiv., Principal, Director, Career/Life Coaching Join us for an opportunity …