Events

EVENTS

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Webinar: 2020 Election Impact – What Investors Should Know

Type: Webinar
Date & Time: October 22 at 12pm PDT
Location:

The upcoming election is top-of-mind for all of us, along with its potential impact on day-to-day life, laws, regulations, the economy, and the markets. Next Thursday at noon Pacific, join Senior Investment Advisor Laurent Harrison, CFP® and Portfolio …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: May 21, 2014 at 12:00 pm
Location: Bell Investment Advisors’ office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life …Read More

EVENT CANCELLED: The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

Type: Lunch & Learn
Date & Time: April 30, 2014 at 12:00 pm
Location: Bell Investment Advisors’ office

EVENT CANCELLED. View the recent webinar video here. Please …Read More

Are You Missing Strategic Benefits from Social Security?

Type: Webinar
Date & Time: April 23, 2014 at 2:00 pm
Location: Online Webinar

Don’t miss out on money that could be yours. Attend our Lunch and Learn for crucial …Read More

The Women’s Roundtable: Taking Charge of Your Financial Future

Type: Wine & Cheese Gathering
Date & Time: March 26, 2014 at 6:00 pm
Location: Bell Investment Advisors’ office

We earn money, we save it, we spend it, we donate it. Yet, very rarely do we really talk about …Read More

The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

Type: Webinar
Date & Time: March 19, 2014 at 2:00 pm
Location: Online Webinar

Are you considering selling your investment property and then purchasing other similar …Read More

Investment Committee Update

Type: Webinar
Date & Time: February 26, 2014 at 2:00 pm
Location: Online Webinar

Get access to the latest thinking and discussion from our February 2014 Investment Committee meeting, including …Read More

Are You Missing Strategic Benefits from Social Security?

Type: Lunch & Learn
Date & Time: February 19, 2014 at 12:00 pm
Location: Bell Investment Advisors’ office

Don’t miss out on money that could be yours. Attend our webinar for crucial …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: January 29, 2014 at 12:00 pm
Location: Bell Investment Advisors’ office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life …Read More

Making a Good Life Happen® — the Webinar

Type: Webinar
Date & Time: January 22, 2014 at 2:00 pm
Location: Online Webinar

Join us for an opportunity to learn more about our firm's philosophy, "Making a Good Life Happen," and …Read More

Investment Committee Update

Type: Webinar
Date & Time: November 20, 2013 at 2:00 pm
Location: Online Webinar

Get access to the latest thinking and discussion from our November 2013 Investment Committee meeting, …Read More

The Women’s Roundtable: Giving with a Plan

Type: Wine & Cheese Gathering
Date & Time: November 13, 2013 at 5:30 pm
Location: Bell Investment Advisors' office

Join facilitated discussions on making giving part of your financial plan, how to engage family members in wealth transfer discussions, tax impact of gifting, philanthropy, and …Read More

Financial Planning for Boomers, Part II

Type: Webinar
Date & Time: October 23, 2013 at 2:00 pm
Location: Online Webinar

Topics include: Creating an investment strategy that supports and pivots with your financial …Read More

The Women’s Roundtable: Milestones—Planning for Life Events

Type: Lunch & Learn
Date & Time: October 09, 2013 at 12:00 pm
Location: Bell Investment Advisors' office

Hosted lunch. Reservations are …Read More

Making a Good Life Happen® — the Lunch

Type: Event
Date & Time: September 25, 2013 at 12:00 pm
Location: Bell Investment Advisor's office

Join us for lunch, networking with interesting professionals, and an opportunity to learn about our firm's philosophy, "Making a Good Life Happen". This could have a direct impact on your …Read More

Introduction to Long Term Care

Type: Webinar
Date & Time: September 25, 2013 at 2:00 pm
Location: Online Webinar

This webinar will introduce you to the basics of long term care: how care is provided, cost of care, how to pay for care, under what circumstances LTC insurance might be beneficial, …Read More

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Market Analysis

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Sector Imbalances & Investor Sentiment
October 2, 2020 Sector Imbalances & Investor Sentiment The beginning and the end of September rescued the stock …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More