Archives: Events

Webinar

Year-End Review and 2016 Preview

Read More →

Making a Good Life Happen® — the Lunch

Location: Downtown Oakland, California Hosts: Jim Bell, CFP® President and Founder Bonnie Bell, MA, MDiv., Principal Director of Career/Life Coaching Join ...
Read More →
Webinar

Investment Committee Update (for clients only)

Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner   In ...
Read More →

The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help.)

Something for everyone, but especially well-suited for women in the workforce. Hosts: Bonnie Bell, Director, Career/Life Coaching Heidi Stoltz, Investment ...
Read More →
Webinar

How Recent Social Security Changes May Affect You

You could qualify to receive considerably more money from Social Security than expected. Attend this short webinar to find out ...
Read More →

The Women’s Roundtable: Let’s Talk Retirement Savings (The wine will help).

Something for everyone, but especially well-suited for women in the workforce Topics include: savings and withdrawal strategies, types of retirement ...
Read More →
Lunch & Learn

How to Make Your Life Work Financially

Location Our downtown Oakland office, 1111 Broadway, Suite 1630 Hosts Jim Bell, CFP® President and Founder Corinne Salera Investment Advisor ...
Read More →
Webinar

Investment Committee Update (for clients only)

Presenters: Jim Bell, CFP® President & Founder, Chief Investment Officer Laurent Harrison, CFP® Senior Investment Advisor, Financial Planner In this ...
Read More →

The Women’s Roundtable – Keep Calm and Invest On: Taking the Emotion Out of Your Money

Hosts: Bonnie Bell, Director, Career/Life Coaching Heidi Stoltz, Investment Advisor Corinne Salera, Investment Advisor Jerene Meissert, Relationship Manager Bell Investment ...
Read More →