Secure Client Login

Clients can use the “Secure Client Login” button in the upper right corner of any page to securely access personal statements and videos of recent Investment Committee Update webinars. Contact your relationship manager or email info@bellinvest.com for help setting up your access.

Webinars

Making a Good Life Happen—The Webinar
posted: April 2013

Topics and key message will include...

Game Planning for the Last Three Quarters of 2013 - Seminar
posted: April 2013

Topics covered include: First quarter projections for the stock market, bond market & economy...

The Women's Roundtable: Make a Giving Plan Part of Your 2013 Financial Plan
posted: March 2013

Topics and key message will include...

Financial Planning for Boomers
posted: January 2013

Topics include: education planning • cash reserves strategies • benefits of an insurance review • maximizing your 401(k) • options for living arrangements in retirement

Year-End Review and 2013 Preview
posted: December 2012

Join us for a review of market activity and the economic events of 2012, as well as a look forward to 2013 and what might be in store for investors, including possible impacts of election results.

Small Business Tax Planning
posted: October 2012

The webinar will offer a brief outline of income tax planning strategies for small business.