Archives: Events
Preparing for Tomorrow’s Transitions Today
Bell Investment Advisors
January 19, 2021
Presenters: Laurent Harrison, CFP®, Investment Advisor, Financial Planner Rohan Nayak, CFP®, Financial Planner Prepare now for later-stage-of-life transitions, such as ...
Read More →
The Women’s Roundtable: Milestones – Planning for Life Events
Bell Investment Advisors
January 19, 2021
Presenters: Marivic Hammond, Senior Investment Advisor Laurent Harrison, CFP®, Investment Advisor, Financial Planner Rohan Nayak, CFP®, Financial Planner Complimentary Seminar ...
Read More →
The Women’s Roundtable: Taking Charge of Your Financial Future
Bell Investment Advisors
January 19, 2021
Presenter: Marivic Hammond, Senior Investment Advisor Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, Oakland, CA 94607 Reservations for ...
Read More →
The Women’s Roundtable: Taking Charge of Your Financial Future
Bell Investment Advisors
January 19, 2021
Presenter: Marivic Hammond, Senior Investment Advisor Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, Oakland, CA 94607 Reservations for ...
Read More →
Introduction to Long Term Care
Bell Investment Advisors
January 19, 2021
Host: Jim Bell, CFP®, President and Founder Guest Speaker: Larry Davidman, Principal, TermWorks.com This webinar will introduce you to the basics ...
Read More →
Making a Good Life Happen® — the Lunch
Bell Investment Advisors
January 19, 2021
Hosts: Jim Bell, CFP®, President and Founder Bonnie Bell, M.A., M.Div., Principal, Director, Career/Life Coaching Join us for lunch, networking ...
Read More →
The Women’s Roundtable: Milestones—Planning for Life Events
Bell Investment Advisors
January 19, 2021
Presenters: Marivic Hammond, Senior Investment Advisor Rohan Nayak, CFP®, Financial Planner Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, ...
Read More →
Financial Planning for Boomers, Part II
Bell Investment Advisors
January 19, 2021
Presenters: Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner Laurent Harrison, CFP®, Investment Advisor, Financial Planner Topics include: Creating an ...
Read More →
The Women’s Roundtable: Giving with a Plan
Bell Investment Advisors
January 19, 2021
HOST: Marivic Hammond, Senior Investment Advisor GUEST PRESENTERS: Melanie Hamburger, CEO, Catalytic Women Agnieszka K. Adams, Esq., Roisman Henel LLP ...
Read More →