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Webinars

November 2017

Retirement Spending: A Blueprint for Smart & Strategic Distributions


Use your investment accounts to create a monthly paycheck in retirement.

Tailor your distributions to meet your needs before and after receiving Social Security.

Coordinate distributions to minimize taxes.

Avoid penalties, and ensure you satisfy your Minimum Required Distribution.

 

Guest Speaker:
Bob Heywood, Esq.

 

Bell Presenters:
Forrest Bell, CFP®
Sr. Investment Advisor, Financial Planner

Jerene Meissert
Sr. Relationship Manager

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Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]

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