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Retirement Spending: A Blueprint for Smart & Strategic Distributions

Lunch Seminar
Wednesday, October 25, 2017, 12 - 1:30
Bell's Oakland office, 1111 Broadway, 16th Floor

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!

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