Archives: Events
Creating Positive Social Impact Through Values-Based Investing
Hosts: Jim Bell, CFP® President and Founder Marivic Hammond Senior Investment Advisor Investors increasingly express their desire to create positive ...
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Financial Literacy & Behavior for Adults and Young Adults
Presenters: Jim Bell, CFP® President and Founder Heidi Stoltz Investment Advisor Join us for an indoor summer picnic and a ...
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The Women’s Roundtable: Creating Positive Social Impact Through Values-Based Investing
Host: Marivic Hammond Senior Investment Advisor Investors increasingly express their desire to create positive social impact by investing in a ...
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The Women’s Roundtable: Creating Positive Social Impact Through Values-Based Investing
Host: Marivic Hammond Senior Investment Advisor Investors increasingly express their desire to create positive social impact by investing in a ...
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Mind Over Money Matters: How Our Psychology Reduces Investment Returns
Presenter: Jim Bell, CFP®, President and Founder
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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 of Career/Life Coaching Join us for lunch, networking ...
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Financial Literacy & Behavior for Adults and Young Adults
Hosts: Jim Bell, CFP® President and Founder Heidi Stoltz Investment Advisor From 6 – 7:30 pm, join us of a ...
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Investment Committee Update (for clients only)
In this half-hour webinar, get access to the latest thinking and discussion from our November 2015 Investment Committee meeting — ...
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