Archives: Events
Making a Good Life Happen® — the Lunch
Hosts: Jim Bell, CFP ® President and Founder Bonnie Bell, MA, MDiv., Principal Director, Career/Life Coaching Join us for lunch, networking with ...
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Year-End Review and 2015 Preview
Presenters: Matt King, CFA Managing Director, Chief Investment Officer Marivic Hammond Senior Investment Advisor Join us for a review of ...
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Investment Committee Update
Presenters: Matt King, CFA Managing Director, Chief Investment Officer Marivic Hammond Senior Investment Advisor In this half-hour webinar, get access ...
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FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement
Presenter: Jim Bell, CFP®, President and Founder
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Making a Good Life Happen® — the Lunch
Hosts: Jim Bell, CFP ® President and Founder Bonnie Bell, MA, MDiv., Principal Director, Career/Life Coaching Join us for lunch, networking with ...
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How to Make Your Life Work Financially
Hosts: Jim Bell, CFP® President and Founder Corinne Salera Investment Advisor Presentation highlights: You can maximize cash flow while minimizing ...
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Making a Good Life Happen® — the Lunch
Hosts: Jim Bell, CFP® President and Founder Bonnie Bell, MA, MDiv., Principal Director of Career/Life Coaching Join us for lunch, ...
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Creating Positive Social Impact Through Values-Based Investing
Presenters: Jim Bell, CFP® President and Founder Marivic Hammond Senior Investment Advisor Investors increasingly express their desire to create positive ...
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Investment Committee Update (clients only)
Presenters: Matt King, CFA Managing Director, Chief Investment Officer Marivic Hammond Senior Investment Advisor In this half-hour webinar, get access ...
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