Bedel Financial past special events, lunches, and seminars.
Do you understand your aging parents’ wishes for their legacy? Are your adult children familiar with yours? An important step of the legacy planning process is the family meeting. These meetings can help to ensure that all family involved is on the same page and understands each family members’ wishes and expectations for their legacy. Please join us on Tuesday, October 1st, as Bob Mauterstock, CFP® discusses the importance of the family meeting and provides tips on conducting the most effective meeting possible.
Join us on Tuesday, April 23rd, for what is sure to be an entertaining and inspiring presentation by award-winning local storyteller Sally Perkins. In celebration of the upcoming 100th anniversary of the 19th Amendment in 2020, Sally has created Digging in Their Heels: An Energized, Eye-Opening Story of Women’s Battle for the Vote. This high-energy, surprise-filled piece tells the story of women’s 72-year struggles, strategies, and stamina in their fight for the right to vote. Told as if Susan B. Anthony and her spicy pals had iPads, Snapchat, Twitter, and Uber, the story keeps audiences laughing, marveling, and learning from those who paved the way for women today. We hope you’re able to join us for this special performance before Sally heads out on national tour.
When: 10:00 a.m. - 12:00 p.m.
Come join us for a fun morning of crafts, snacks, cookie decorating, and of course…Santa himself! Be sure to bring your phone or camera if you’d like pictures with Santa. Please RSVP to RSVP@bedelfinancial.com by November 30th to join in the fun!
When: 5:30 p.m. - 7:30 p.m.
Join us on Wednesday, November 7th, as Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, discusses important trends and events for investors. As Chief Global Investment Strategist at Charles Schwab, Jeffrey Kleintop is responsible for analyzing and discussing international markets. Cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” Jeffrey provides perspective on global trends and events in an effort to help investors understand their significance and financial implications. *RSVP by emailing RSVP@BedelFinancial.com.
When: 9:00 a.m. - 12:00 p.m.
It's that time of year again - time for BFC's annual Shred Day! Be sure to come out and visit us on September 22nd to dispose of your confidential documents safely and securely. We look forward to seeing you there!
When: 4:00 p.m. - 7:00 p.m.
We’re excited to celebrate 30 wonderful years of serving our clients, and to show off our beautiful new office! We hope you’re able to attend our open house on Tuesday, June 19th, from 4:00 – 7:00 p.m. to join in the festivities! Click for more info and to RSVP now!