Archives: Events
Making a Good Life Happen® — the Lunch
Bell Investment Advisors
January 19, 2021
Location: Downtown Oakland, California Hosts: Jim Bell, CFP® President and Founder Bonnie Bell, MA, MDiv., Principal Director of Career/Life Coaching Join ...
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Investment Committee Update (for clients only)
Bell Investment Advisors
January 19, 2021
Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In ...
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The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help.)
Bell Investment Advisors
January 19, 2021
Something for everyone, but especially well-suited for women in the workforce. Hosts: Bonnie Bell, Director, Career/Life Coaching Heidi Stoltz, Investment ...
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How Recent Social Security Changes May Affect You
Bell Investment Advisors
January 19, 2021
You could qualify to receive considerably more money from Social Security than expected. Attend this short webinar to find out ...
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The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help).
Bell Investment Advisors
January 19, 2021
Something for everyone, but especially well-suited for women in the workforce Topics include: savings and withdrawal strategies, types of retirement ...
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How to Make Your Life Work Financially
Bell Investment Advisors
January 19, 2021
Location Our downtown Oakland office, 1111 Broadway, Suite 1630 Hosts Jim Bell, CFP® President and Founder Corinne Salera Investment Advisor ...
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Investment Committee Update (for clients only)
Bell Investment Advisors
January 19, 2021
Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In this ...
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The Women’s Roundtable – Keep Calm and Invest On: Taking the Emotion Out of Your Money
Bell Investment Advisors
January 19, 2021
Hosts: Bonnie Bell, Director, Career/Life Coaching Heidi Stoltz, Investment Advisor Corinne Salera, Investment Advisor Jerene Meissert, Relationship Manager Bell Investment ...
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