Webinars

Everyone is welcome to view the webinars listed here.



Financial Planning for Boomers, Part I

January 1, 2013

Topics include: education planning, cash reserves strategies, benefits of an insurance review, …Read More

Small Business Tax Planning

October 1, 2012

The webinar will offer a brief outline of income tax planning strategies for small …Read More

Strategies for Surviving Volatile Markets

April 1, 2012

What can one do when the stock market acts like a roller coaster? How does one protect against …Read More

Bhutan: Integrating the Spiritual & Material

April 1, 2012

Join Jim Bell and Bonnie Bell for a slide-enhanced presentation of their recent journey to …Read More

Why Education Planning Should Be Part of Your Financial Plan

March 30, 2012

Get access to the latest thinking and discussion from our March Education Planning …Read More

Making a Good Life Happen in Retirement

January 1, 2012

Join us for an opportunity to learn about our firm’s core philosophy, “Making a Good Life …Read More

Year-End Review and 2012 Preview

December 30, 2011

Join us for a review of market activity and the economic events of 2011, as well as a look forward …Read More

The Logistics of Retirement

October 1, 2011

Join us as we examine the topic of retirement and answer questions our clients often …Read More

Managing Your Cash Reserves in a No-Yield Environment

September 30, 2011

Join us for an in-depth look at how Bell is managing its clients' cash reserves in today's low …Read More

Personal Umbrella Insurance: An Asset Preservation Tool

July 30, 2011

Join us for an in-depth tutorial on umbrella insurance and learn whether it’s right for …Read More

Wills and Trusts: Tales from the Trenches

June 30, 2011

Join us for a discussion on a critical part of your portfolio: wills and trusts. Gain valuable …Read More

Building Momentum Through Financial Planning

April 30, 2011

Whether you are saving for retirement, your children’s education, or …Read More

Investing in Gold

March 30, 2011

With gold hovering around its all-time nominal price high, the shiny metal is making lots of …Read More

Asia in the Next Decade

January 30, 2011

As Asia continues to be a key driver of global growth, the question of Asia’s ability to perform …Read More

Momentum For Life

October 30, 2010

Join us for a webinar exploring new perspectives on your money and your …Read More

Market Analysis

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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

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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

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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

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