Bell Wealth Q3 2023
8/11/2023 1:00:00 PM
Bell Wealth is a quarterly newsletter with insightful information related to financial guidance and planning, provided by the experienced professionals on Bell’s wealth management team.
Inside this issue:
- Arizona Snowbirds, Year-Round Residents Finding ‘What’s Different at Bell’
- Gail Blair on 529 Plan Options for Education Funds
- Shara Fischer on Digital Assets in Estate Planning
- Nathan Erickson on the Latest in Cryptocurrency Regulations
- Mike Kobbervig on Goal-Based Retirement Planning
Products and services offered through Bell Bank Wealth Management are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by Any Federal Government Agency