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March 2010

Building Momentum Toward a Good Life


Presenters:
Jim Bell & Bonnie Bell

Start the New Year off with a fresh look at your personal and financial goals. Discover how integrating investment management, financial planning, and life coaching can lead to a fuller, more enriched life.

  • New Year: New Goals and Resolutions
  • A Unique Holistic Approach
  • Creating Momentum
  • How to Evaluate and Optimize

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