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March 2018

March 2, 2018- FFN@N (Avoiding Probate and How the Tax Reform Changes the Estate Planning Landscape)

March 2 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Topic This month's First Friday Networking at Noon event will cover topics such as how to avoid probate, and how the new tax reform affects estate planning. You won't want to miss it! If you have friends who may want to join, please bring them. Chadwicke L. Groover Bio Chad Groover is the managing shareholder at Upstate Elder Law, PA. His law practice focuses on estate planning, probate administration, long term care planning, Medicaid qualification, special needs trusts, and guardianship/conservatorship…

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Misbehaving 101: OLLI- Osher Lifelong Learning Institute at Furman

March 28 @ 9:00 am - 10:30 am
Furman University

Hans has been asked to come give an 8 week course on Misbehaving 101: How to misbehave with your finances. He will share his years of knowledge on investor psychology and how to improve investor behavior to improve investment performance. Behavioral Finance is one of the three financial pillars that Intelligent Investing was founded on. Email us to learn more about joining, or to book one of the Intelligent TALKs with your business or non-profit. The course begins on March…

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