Webinars

Everyone is welcome to view the webinars listed here.



How Recent Social Security Changes May Affect You

March 30, 2016

You could qualify to receive considerably more money from Social Security …Read More

Year-End Review and 2016 Preview

December 16, 2015

This webinar reviews the market activity and the economic events of 2015 …Read More

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

Market Analysis

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Market Analysis – October 2019
October 9, 2019 The Stock and Bond Markets This year continues to be a rewarding one for stock and bond investors …Read More

Video

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Publication

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Providing for Your Children and Others with a 529 Plan
August 26, 2019 The three biggest financial commitments that most people will make in their lifetimes are buying a …Read More

Latest News

Schwab Phishing Attempt Reported

Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More

 

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