Bell Investment Advisors Offers Webinar, "Wills & Trusts: Tales From the Trenches"
OAKLAND, Calif., June 17, 2011 /PRNewswire/ -- Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they will be hosting a free webinar, "Wills & Trusts: Tales From the Trenches" on June 22, 2011, 2–2:30 PM PDT. The event is part of the firm's ongoing educational series providing informational webinars on Investment Management, Financial Planning, and Career and Life Coaching.
If you are thinking about updating your estate plan, establishing a living trust, or drafting your first will, Bell Investment Advisors invites you to attend this month's webinar. Join Bell Investment Advisors for a discussion of this critical component of your portfolio. Gain valuable insight from real life situations touching on the need for a living trust vs. a will, and what the future holds for estate and gift taxes. The often-complex topic of planning for elder care will also be examined. Registration for the event is now open at: http://www.bellinvest.com/news-events/events/wills-and-trusts-tales-trenches. Space is limited.
John Tregenza, Director, Client Development, of Bell Investment Advisors and guest speaker Dewey Watson, Estate Planning Attorney, of Tierney Watson & Healy, will host this June 22 webinar event. There will also be an opportunity for participants to have their questions answered at the end of the presentation.
"With all of the changes in the estate tax world, the need for trust planning is critical, particularly now as baby boomers are reaching retirement," said Watson, and he added, "Aging parents and the issue of elder care have become the true elephants in the room."
An archive of past webinars presented by Bell's financial advisor team and guest speakers can be found here http://www.bellinvest.com/resource-center/webinars. Past topics include information on wealth management and financial planning, as well as career coaching.
Through Investment Management, Financial Planning, and Career & Life Coaching, Bell Investment Advisors (http://www.bellinvest.com/) helps people build momentum for a good life. Established in 1991, the firm has offices in Santa Rosa and Oakland, California.
SOURCE Bell Investment Advisors
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