September 2018
While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, hones in on the law’s effects on charities and estates. Some of the questions he will address are:
The talk should be of particular interest to all nonprofit professionals seeking to learn more about how the new tax law will impact individual donors, their supporters, and nonprofits in general.
Jim Bell is offering to address community nonprofit organizations in the San Francisco Bay Area on this vital topic. If you are interested in having Jim speak to your board or group, please contact us at 510-433-1066 or info@bellinvest.com.
Jim Bell, CFP®, President and Founder
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
