Resource Center

Webinars

 

We are currently conducting a survey.

We value your feedback and would appreciate if you took a few moments to respond to some questions
about the video.

Click here to take survey.

October 2013

Financial Planning for Boomers, Part II

Download the Podcast


Presenters:
Forrest Bell, CFP®
Senior Investment Advisor, Financial Planner
Laurent Harrison, CFP®
Investment Advisor, Financial Planner

Topics include:

  • Creating an investment strategy that supports and pivots with your financial plan
  • Benefits of adopting a fluid spending plan in retirement
  • Taking a thoughtful approach to Social Security
  • Navigating the complex world of pension options – Annuitizing a pension, Lump Sum options, and Survivor Benefits

Market Analysis

White paper feature image
The New Year Rally
February 5, 2020 The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three …Read More

Publication

bellinvest publicaion
529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More