News & Events

The Latest

Events

Strategies for Surviving Volatile Markets
event date & time: April 18, 2012 at 2:00 pm
Making a Good Life Happen: the Lunch
event date & time: March 28, 2012 at 12:00 pm
Why Education Planning Should Be Part of Your Financial Plan
event date & time: March 21, 2012 at 2:00 pm
What About Coaching for High Performance?
event date & time: February 17, 2012 at 12:00 pm

Sign-up for our newsletter

To get the latest news and updates from us, please fill out the form and click Subscribe to receive our newsletter.









  • The Dow broke 13000 today; last intraday move above that level was in May 2008. http://t.co/vgRDDtXf
    1 day 7 hours ago.
  • Technology leading the market rally, as S&P500 tops highest close since June 2008 http://t.co/RGnmfQV4
    1 day 11 hours ago.
  • #Congress reached agreement to extend payroll #tax cuts and also continue #unemployment benefits http://t.co/JXeMxMUX
    2 days 6 hours ago.
  • #S&P500 is near its highest level in three years, amid optimism of #Greece bailout http://t.co/0XycGn4k
    2 days 11 hours ago.
  • Of 386 #S&P500 companies who have reported 4Q earnings, 63% topped estimates, just slightly less than ~70% trend in recent quarters.
    6 days 7 hours ago.

Archive

Click here to view archive.

Events

Strategies for Surviving Volatile Markets
Webinar
event date & time: April 18, 2012 at 2:00 pm

Presenters:
Jim Bell, CFP®, President & Founder
Marivic Hammond, Senior Investment Advisor

Reserve your spot now by registering today at: https://www2.gotomeeting.com/register/475584322

Making a Good Life Happen: the Lunch
event date & time: March 28, 2012 at 12:00 pm

Join us for networking, lunch (provided, of course), and an opportunity to learn about our firm's philosophy, "Making a Good Life Happen" and how it relates to our offers: investment management, financial planning, and career and life coaching. Space is limited, and reservations are required. March 28, 2012, 12 pm to 1:30 pm. For inquiries and/or reservations, email info@bellinvest.com.

Why Education Planning Should Be Part of Your Financial Plan
Webinar
event date & time: March 21, 2012 at 2:00 pm

Presenters:
Forrest Bell, CFP®, Senior Investment Advisor,Financial Planner
Laurent Harrison, Investment Advisor

Join us for an education planning webinar and learn about methods and strategies for saving for your children’s or grandchildren’s education...

Reserve your spot now by registering today at: https://www2.gotomeeting.com/register/991426938

What About Coaching for High Performance?
Lunch & Learn
event date & time: February 17, 2012 at 12:00 pm

Space is limited, and reservations are required. February 17, 2012, 12 pm to 1:30 pm.
Lunch will be provided. For inquiries and/or reservations, email info@bellinvest.com.

Hosted by:
Bonnie Bell, Principal, Director, Career & Life Coaching

Join us for lunch and learn how a coach can help your business perform better...

Syndicate content