Bell Wealth Q3 2023
8/11/2023 8:00:00 AM
![Bell Wealth Aug 2023](/-/media/project/bell/bank-redesign/components-library/business-insight-headers/bell-wealth-q3-2023.jpg?h=396&iar=0&w=998&hash=7C64763172A62FA94EE84AE6C95035E5)
Bell Wealth Q3 Newsletter
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.