The Latest

Events

Making a Good Life Happen: the Lunch
event date & time: June 27, 2012 at 12:00 pm
An Educational Seminar on Appropriate and Inappropriate Uses of Annuities
event date & time: May 31, 2012 at 12:00 pm
Twice Heroes: The Story of America’s Nisei Veterans
event date & time: May 24, 2012 at 5:30 pm
Season Finale: Do That VooDoo
event date & time: May 18, 2012 at 8:00 pm

News

Bell Investment Advisors Sponsors Oakland East Bay Symphony’s Season Finale
posted: May 10, 2012
Rebuilding Together Oakland & Bell Investment Advisors Support National Rebuilding Day
posted: May 4, 2012
Jim Bell, CFP®, Founder & President of Bell Investment Advisors, a Featured Speaker on Top Advisor Panel
posted: March 23, 2012
Bell Investment Advisors Offers Webinar, Why Education Planning Should Be Part of Your Financial Plan.
posted: March 15, 2012

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Events

PrintPersonal Umbrella Insurance: An Asset Preservation Tool

Webinar
event date & time: July 27, 2011 at 2:00 pm

Host:
John R. Tregenza, Director, Client Development, Bell Investment Advisors

Guest Speaker:
Daniel Glunt, Principal & CEO, Fort Point Insurance Services, Inc.

Join us for an in-depth tutorial on umbrella insurance and learn whether it’s right for you. Our discussion will include:

  • When it is needed and what is covered
  • How much coverage is enough
  • Risk factors and guidelines to consider

To view the video of this webinar click here.

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