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 Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More
