Webinars

Making a Good Life Happen in Retirement
posted: January 2012

Join us for an opportunity to learn about our firm’s core philosophy, “Making a Good Life Happen”, and how it relates to retirement…

Year-End Review and 2012 Preview
posted: December 2011

Join us for a review of market activity and the economic events of 2011, as well as a look forward to what 2012 has...

The Logistics of Retirement
posted: October 2011

Join us as we examine the topic of retirement and answer questions our clients often ask.

Managing Your Cash Reserves in a No-Yield Environment
posted: September 2011

Join us for an in-depth look at how Bell is managing its clients' cash reserves in today's low interest rate...

Personal Umbrella Insurance: An Asset Preservation Tool
posted: July 2011

Join us for an in-depth tutorial on umbrella insurance and learn whether it’s right for you…

Wills and Trusts: Tales from the Trenches
posted: June 2011

Join us for a discussion on a critical part of your portfolio: wills and trusts. Gain valuable insight from real life situations...