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Jan. 24, 2018 – Retirement Spending: A Blueprint of Smart & Strategic Distributions

Lunch Seminar
January 24, 2018, 12 - 1:30 pm
Bell's Oakland office, 1111 Broadway, 16th Floor

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

No fee to attend!

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More


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