5 Things You Must Know Before You START Retirement

Intelligent Investing will be presenting to the Bob Jones Alumni on November 15th at CityRange Steakhouse. Please RSVP by emailing: alumni@bju.edu.

5 Things You Must Know Before You START Retirement

With baby-boomers comprising one of the largest groups of our population, it should come as no surprise that another large group is made up of those in retirement mode. Everyone should have a game plan as they head towards retirement or are in retirement. As Benjamin Franklin quoted, “If you fail to plan, then you plan to fail.” In this light-hearted talk, we’ll cover topics such as:

1. Spending
2. Time Horizon
3. Asset Allocation
4. Risk Alignment
5. Tax Avoidance

Hans Blake, CFA, CPA Bio

Hans is a Chartered Financial Analyst® (CFA) who managed over $350M and worked with high net worth individuals and institutions around the world before founding Intelligent Investing.

Intelligent Investing strives to minimize financial stress to maximize lives through cutting-edge technology integrations and behavioral finance (improving how investors think and act with money).

Hans graduated from Bob Jones University in public accounting, before earning a Masters of Accountancy degree from the University of South Carolina. He is a licensed CPA who worked and lived in Charlotte, NC, and London, England before returning to his Greenville hometown roots.

Hans is a Chartered Financial Analyst® charter holder, which is considered by many to be the gold standard among wealth managers. Less than 20% of those who start the process ever become CFA® charterholders.

Hans writes financial articles and gives public Intelligent Talks to the community. He has been interviewed multiple times by The Greenville News , WYFF News 4, and local radio programs to talk about the markets and portfolio management. His Intelligent Money Minute podcasts are growing in popularity, and he has received the Highest Award for Achievement by Dale Carnegie.

Hans is a father of four and is the chairman of the board for Piedmont Women’s Center, a local crisis pregnancy non-profit organization.

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