Archives: Events
Making a Good Life Happen® — the Lunch
Hosts: Jim Bell, CFP®, President and Founder Bonnie Bell, M.A., M.Div., Principal, Director, Career/Life Coaching Join us for lunch, networking ...
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Is Your 401(k) Plan Right for You?
Presenters: Laurent Harrison, CFP® Investment Advisor, Financial Planner Rohan Nayak, CFP® Relationship Manager, Financial Planner What are the questions you ...
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Is Your 401(k) Plan Right for You?
Presenters: Laurent Harrison, CFP® Investment Advisor, Financial Planner Rohan Nayak, CFP® Relationship Manager, Financial Planner What are the questions you ...
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The Women’s Roundtable
Saving for Retirement: Never Too Early, Never Too Late (in the series Taking Charge of Your Financial Future) HOSTS: Marivic Hammond, ...
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Performance Momentum vs. Fixed Allocations: What Every Investor Should Know
Presenters: Matt King, CFA Managing Director, Chief Investment Officer Marivic Hammond Senior Investment Advisor Why you should attend: Find out ...
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The Women’s Roundtable: Budgeting and Saving (in the series “Taking Charge of Your Financial Future”)
HOSTS: Marivic Hammond, Senior Investment Advisor Bonnie Bell, MA, MDiv., Principal, and Director of Career/Life Coaching We earn money, we save ...
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Doing Well While Doing Good: How to Incorporate Charitable Planned Giving into Your Estate
Hosts from Leland Parachini Steinberg Matzger & Melnick LLP: Patrick Z. Riley, Esq., Certified Specialist in Estate Planning, Trust and ...
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2014 Estate Planning Update and the Role of Insurance
Co-sponsored by Scott Valley Bank and Bell Investment Advisors Presenter: Jim Bell, CFP® President & Founder Bell Investment Advisors Host: ...
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The Business Value of Investing in Women
Presenter: Kellie A. McElhaney, PhD. Whitehead Faculty Fellow & founding Faculty Director of the Center for Responsible Business at the ...
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