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Bell Staffer Volunteers at Financial Planning Day

News
Posted: November 9, 2017

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics such as: paying for college, credit and debt, estate planning, investing, employee benefits, and more. It also brings in Certified Financial Planner™ professionals to volunteer their time for one-on-one meetings with members of the public who want to discuss their financial planning questions with a professional. With the CFP® certification, participating planning professionals have a fiduciary obligation to give advice only in the best interest of the client. (Bell’s financial advisors are always held to this standard in our work with clients). Congratulations and thank you, Ramsay!

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Bell Staffer Volunteers at Financial Planning Day

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics […]

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