Latest Past Events

Retirement Madness- How to Avoid Upsets in Retirement

Zoom Virtual Meeting SC

  Topic- Retirement Madness- How to Avoid Upsets in Retirement As we head towards March Madness this year, we thought we'd share our retirement preparation ideas so you can avoid […]

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College Planning Through 529 Plans- October 2, 2020

Zoom Virtual Meeting SC

    Topic- Maximizing College Savings through 529 Plans Tax-favored savings accounts known as 529 plans can help families save and invest to pay for college. For 18 years, Future […]

What the SECURE Act Means to Me- March 6, 2020

Intelligent Investing Office 33 Market Point Drive, Greenville

Topic The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate […]

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