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June 2019

June 7, 2019- FFN@N- Just Trust Me: Role of a Corporate Trustee

June 7 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Shelton Tate

Have you ever wondered why people create trusts and wondered what they are used for? Are you planning on leaving an inheritance to a special needs beneficiary? Are you concerned about a child or grandchild becoming a spendthrift after you are gone? You won't want to miss our June 7th First Friday Networking at Noon event featuring Shelton Tate, Vice President and Trust Officer for Arthur State Bank. Shelton will present an overview of the role of a corporate trustee…

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October 2019

October 4, 2019- FFN@N (Medicare Planning for Retirees)

October 4 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Frank LeVett

Are you nearing retirement and have healthcare questions or concerns? You won't want to miss our October 4th First Friday Networking at Noon event featuring Frank LeVett, founder of HealthCare Planners, who will talk about Medicare enrollment and changes for 2020. Be sure to RSVP below. What is Medicare? Medicare is the traditional fee-for-service program offered directly through the federal government for people 65 and older. It has deductibles, co-insurance and out of pocket expenses, some with no caps. Medicare…

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