Archives: Events

Webinar

Preparing for Tomorrow’s Transitions Today

Presenters: Laurent Harrison, CFP®, Investment Advisor, Financial Planner Rohan Nayak, CFP®, Financial Planner Prepare now for later-stage-of-life transitions, such as ...
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Webinar

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

Presenters: Marivic Hammond, Senior Investment Advisor Laurent Harrison, CFP®, Investment Advisor, Financial Planner Rohan Nayak, CFP®, Financial Planner Complimentary Seminar ...
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The Women’s Roundtable: Taking Charge of Your Financial Future

Presenter: Marivic Hammond, Senior Investment Advisor Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, Oakland, CA 94607 Reservations for ...
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The Women’s Roundtable: Taking Charge of Your Financial Future

Presenter: Marivic Hammond, Senior Investment Advisor Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, Oakland, CA 94607 Reservations for ...
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Webinar

Introduction to Long Term Care

Host: Jim Bell, CFP®, President and Founder Guest Speaker: Larry Davidman, Principal, TermWorks.com This webinar will introduce you to the basics ...
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Making a Good Life Happen® — the Lunch

Hosts: Jim Bell, CFP®, President and Founder Bonnie Bell, M.A., M.Div., Principal, Director, Career/Life Coaching Join us for lunch, networking ...
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Lunch & Learn

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

Presenters: Marivic Hammond, Senior Investment Advisor Rohan Nayak, CFP®, Financial Planner Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, ...
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Webinar

Financial Planning for Boomers, Part II

Presenters: Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner Laurent Harrison, CFP®, Investment Advisor, Financial Planner Topics include: Creating an ...
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The Women’s Roundtable: Giving with a Plan

HOST: Marivic Hammond, Senior Investment Advisor GUEST PRESENTERS: Melanie Hamburger, CEO, Catalytic Women Agnieszka K. Adams, Esq., Roisman Henel LLP ...
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