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Webinars

March 2016

How Recent Social Security Changes May Affect You


Presenters:

Rohan Nayak, CFP® 
Investment Advisor, Financial Planner
Paul Rubin
Paraplanner

You could qualify to receive considerably more money from Social Security than expected. Attend this short webinar to find out what benefits Congress recently voted to end and who may, nevertheless, still be eligible to receive them — if action is taken before upcoming deadlines.

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Schwab Phishing Attempt Reported

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

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