This is a repeat of the filled-to-capacity October 2017 event!

• Use your investment accounts to create a monthly paycheck in retirement.
• Tailor your distributions to meet your needs before and after receiving Social Security.
• Coordinate distributions to minimize taxes.
• Avoid penalties, and ensure you satisfy your Minimum Required Distribution.

Guest Speaker:
Bob Heywood, Esq.

Bell Presenters:
Forrest Bell, CFP®, Sr. Investment Advisor, Financial Planner
Jerene Meissert, Sr. Relationship Manager

Reservations for the lunch and seminar: 800.700.0089, ext.100 or rsvp@bellinvest.com

No fee to attend!