Webinars

Everyone is welcome to view the webinars listed here.



FACING REALITY: The Public Pension System Crisis Offers a Teaching Moment for Individuals and Families Planning Retirement

October 21, 2015

  …Read More

Mind Over Money Matters: How Our Psychology Reduces Investment Returns

September 23, 2015

In this webinar, we will take a look at the …Read More

Financial Literacy & Behavior for Adults and Young Adults

March 1, 2015

All human concerns are addressed more effectively when they are …Read More

How to Make Your Life Work Financially

January 1, 2015

The webinar reviews how you can maximize cash flow while minimizing risk and the importance …Read More

The Business Value of Investing In Women

November 1, 2014

Professor McElhaney will discuss the business case for and value of investing in women …Read More

2014 Estate Planning Update and the Role of Insurance

October 1, 2014

The webinar will focus on the permanent changes to estate …Read More

Is Your 401(k) Plan Right for You?

June 1, 2014

What are the questions you should be asking about your …Read More

Are You Missing Strategic Benefits from Social Security?

April 1, 2014

Don’t miss out on money that could be …Read More

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

March 1, 2014

Are you considering selling your investment …Read More

Making a Good Life Happen®—The Webinar

January 1, 2014

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

Milestones: Planning for Life Events – seminar

November 1, 2013

The Women’s Roundtable: Milestones – Planning for Life Events seminar …Read More

Introduction to Long Term Care

October 1, 2013

This webinar will introduce you to the basics of long term care: how care is provided, cost of …Read More

Financial Planning for Boomers, Part II

October 1, 2013

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

Preparing for Tomorrow’s Transitions Today

June 1, 2013

Prepare now for later-stage-of-life transitions, such as children leaving home, career change, …Read More

Making a Good Life Happen®—The Webinar

April 1, 2013

Topics and key message will …Read More

Market Analysis

White paper feature image
Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

Video

video feature image
Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

bellinvest publicaion
Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

Latest Tweet

Connect With Us

bellinvest 20 year