BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Intelligent Investing - ECPv6.15.18//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Intelligent Investing X-ORIGINAL-URL:https://investedwithyou.com X-WR-CALDESC:Events for Intelligent Investing REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20160313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20161106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20170312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20171105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20180311T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20181104T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20210305T120000 DTEND;TZID=America/New_York:20210305T130000 DTSTAMP:20260414T204138 CREATED:20210208T193908Z LAST-MODIFIED:20210222T213550Z UID:3641-1614945600-1614949200@investedwithyou.com SUMMARY:Retirement Madness- How to Avoid Upsets in Retirement DESCRIPTION:  \n\nTopic- Retirement Madness- How to Avoid Upsets in Retirement\nAs we head towards March Madness this year\, we thought we’d share our retirement preparation ideas so you can avoid upsets in your retirement. You will not want to miss our first virtual event on March 5\, 2021\, so be sure to register using the form below to save your spot. \nRetirement Bracketology\nAccording to Wikipedia\, bracketology is the process of predicting the field of college basketball participants in the NCAA Basketball Tournament\, named as such because it is commonly used to fill in tournament brackets for the postseason. Bracketology also encompasses the process of predicting the winners of each of the brackets. In recent years the concept of bracketology has been applied to areas other than basketball. \nIn a normal year\, the NCAA tournament is played within the four regions of the Midwest\, West\, South\, and East. In our Retirement Madness talk\, we’ll discuss the following four topics: \n\nIncome vs. Expenses\nRisks vs. Rewards\nNow vs. Later\nExpectations vs. Reality\n\nThe NCAA announced in early January the entire 2021 men’s basketball will be played in Indiana\, with the majority of the games taking place in Indianapolis. As an added bonus to our talk\, if we have time we’ll discuss one more “championship” topic which will be: Men vs. Women. We’ll discuss the advantages and disadvantages between men and women when it comes to retirement.  \nBe sure to Register for the Event on March 5\, 2021\n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n 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\n  URL:https://investedwithyou.com/event/retirement-bracket-upsets/ LOCATION:Zoom Virtual Meeting\, SC\, United States CATEGORIES:First Friday Networking at Noon ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201002T120000 DTEND;TZID=America/New_York:20201002T130000 DTSTAMP:20260414T204139 CREATED:20200219T183442Z LAST-MODIFIED:20201005T185259Z UID:3308-1601640000-1601643600@investedwithyou.com SUMMARY:College Planning Through 529 Plans- October 2\, 2020 DESCRIPTION: \n\n  \nTopic- Maximizing College Savings through 529 Plans\nTax-favored savings accounts known as 529 plans can help families save and invest to pay for college. For 18 years\, Future Scholar has helped South Carolina families reach their financial educational goals for their children. The highly-rated 529 college savings program continues to provide numerous benefits such as tax advantages\, investment options\, and flexibility of use that enable families to save for their loved ones’ futures. \n\nThere have been a lot of changes to college savings and 529 plans due to the COVID-19 CARES Act and the SECURE Act that was passed in late 2019. Thanks to the CARES Act\, payments are temporarily suspended for federal student loan borrowers with direct loans or parent PLUS loans. Under the Secure Act\, approved in December\, up to $10\,000 can be used to repay student loans\, and the law also allows 529 funds to be used for apprenticeships.  \nOn October 2\, 2020\, South Carolina State Treasurer\, Curtis M. Loftis\, Jr. addressed changes to 529 Plans. He also talked about ways parents and grandparents can maximize their savings potential while decreasing their taxes through contributions to the SC Future Scholar program. \nBio- Curtis M. Loftis\, Jr.\n\nCurtis Loftis is the State Treasurer of South Carolina. He serves as the state’s “private banker\,” managing\, investing\, and retaining custody of more than $50 billion in public funds. \nTreasurer Loftis is a nationally recognized advocate for public pension reform\, a cause he has championed since taking office in 2011. \nAs state treasurer\, he returned $190 million in unclaimed funds to South Carolinians\, more than all previous state treasurers combined. Under his supervision\, the state’s Future Scholar 529 College Savings Plan has tripled with total assets under management of $4.2 billion and more than 180\,000 accounts. He chairs the State Board of Financial Institutions and is also the administrator for the Palmetto ABLE Savings Program\, which provides South Carolinians with disabilities the opportunity to open tax-advantaged 529-A investment accounts without fear of jeopardizing their existing benefits.  \n URL:https://investedwithyou.com/event/529-plans/ LOCATION:Zoom Virtual Meeting\, SC\, United States CATEGORIES:First Friday Networking at Noon ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200306T120000 DTEND;TZID=America/New_York:20200306T130000 DTSTAMP:20260414T204139 CREATED:20200217T185821Z LAST-MODIFIED:20200217T185821Z UID:3303-1583496000-1583499600@investedwithyou.com SUMMARY:What the SECURE Act Means to Me- March 6\, 2020 DESCRIPTION:Topic\nThe 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 on Dec.19\, 2019\, as part of an end-of-year appropriations act and accompanying tax measure\, and signed into law on Dec. 20 by President Donald Trump. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged accounts. Join us as Hans Blake\, CFA\, CPA will discuss how the SECURE Act impacts retirees\, beneficiaries\, parents\, and employees\, and where there may be opportunities. Be sure to RSVP below to reserve your spot. \n\nHans Blake\, CFA\, CPA Bio\nHans has worked with high-net-worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives. \nThe Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News\, The Greenville Business Journal\, NPR\, and has appeared on WYFF News 4 to talk about the markets and portfolio management.  \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n \n\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 URL:https://investedwithyou.com/event/secure-act-event/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2016/12/HTB_4026-e1520284890635.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20200207T120000 DTEND;TZID=America/New_York:20200207T130000 DTSTAMP:20260414T204139 CREATED:20200116T141654Z LAST-MODIFIED:20200210T224306Z UID:3276-1581076800-1581080400@investedwithyou.com SUMMARY:February 7\, 2020- FFN@N (2020 Market Outlook) DESCRIPTION:Topic\n2019 markets were generally good for most investors. The upcoming presidential election\, the new trade deal with China\, and Brexit may increase volatility in 2020.  On February 7th at our First Friday Networking at Noon event\, we reviewed 2019 markets and providing a 2020 market outlook. Hans Blake\, CFA\, CPA provided some key insights and outlooks regarding the macroeconomic environment around the world and where there may be opportunities.  \n\nHans Blake\, CFA\, CPA Bio\nHans has worked with high-net-worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives. \nThe Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News\, The Greenville Business Journal\, NPR\, and has appeared on WYFF News 4 to talk about the markets and portfolio management.  URL:https://investedwithyou.com/event/february-7-2020-ffnn-market-outlook/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2016/12/HTB_4026-e1520284890635.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20191004T120000 DTEND;TZID=America/New_York:20191004T130000 DTSTAMP:20260414T204139 CREATED:20190514T020526Z LAST-MODIFIED:20190619T213959Z UID:3005-1570190400-1570194000@investedwithyou.com SUMMARY:October 4\, 2019- FFN@N (Medicare Planning for Retirees) DESCRIPTION: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. \nWhat is Medicare?\nMedicare 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 is divided into three parts – Part A (inpatient)\, Part B (outpatient)\, and Part D (prescription drug). \n\nMedicare Advantage\nIt is estimated that 30% of people with Medicare get their benefits from Medicare Advantage plans\, sometimes called Medicare private health plans. \nMedicare Advantage plan companies contract with Medicare and are paid a fixed amount to provide Medicare benefits. The most common types are: \nHMO – Health Maintenance Organizations\nPPO – Preferred Provider Organizations\nPFFS – Private Fee for Service plans\nMSA – Medical Saving Accounts \nFrank LeVett Bio\nFrank founded HealthCare Planners\, Inc. (HPI) in 2005. His primary focus with HPI has been the Senior Markets in South Carolina\, North Carolina\, Georgia\, and other states for more than 27 years. Frank sold his first Medicare Supplement in 1989\, and was hooked on the senior market. This segment of the market is constantly changing and keeps him engaged. Off hours you may find Frank enjoying time his wife Jody\, children and 5 grandchildren\, or improving his game on the golf course. \n  \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n \n\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 URL:https://investedwithyou.com/event/ffnn-2020-medicare-planning/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/09/Frank-LeVett-e1560980381553.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20190906T120000 DTEND;TZID=America/New_York:20190906T130000 DTSTAMP:20260414T204139 CREATED:20190710T201128Z LAST-MODIFIED:20190911T181722Z UID:3112-1567771200-1567774800@investedwithyou.com SUMMARY:September 6\, 2019- FFN@N (Social Security Planning) DESCRIPTION:  \nThe Social Security Administration (SSA) indicates that Social Security benefits represent over one-third of income for the elderly–it is important to know when it is optimal to begin payments. Unfortunately\, you cannot rely on the SSA to provide the best strategy for you because they don’t know your entire financial situation. Do you know the important benefit filing ages? When should I file? What are the spousal and survivor benefits?  What is the future of social security? Will Social Security even be there when I retire? \nOn September 6th our First Friday Networking at Noon event featured Hans Blake\, CFA\, CPA\, founder of Intelligent Investing and Tom Theodore\, CFP®\, who talked about Social Security and some strategies you may want to consider.  \nWhy was Social Security established?\nSocial Security was established to provide retirement\, survivor and disability insurance to qualified individuals. Benefits are calculated based on the individual’s year of birth\, benefits start date\, and lifetime earnings. For the average worker\, you and your employer both pay into the system by having a certain amount of your paycheck withheld in the form of “FICA\,” or Social Security and Medicare taxes. \nAm I eligible for Social Security?\nMost people need to have 10 full working years–or 40 quarters–of paying into Social Security to be eligible for retirement benefits. To determine your benefit amount\, the SSA will calculate your highest 35 years of earnings\, with some adjustments. \n\nSocial Security Basics\nSee the PDF below for more information. \n[gview file=”https://investedwithyou.com/wp-content/uploads/2019/07/Social-Security-Retirement-Benefit-Basics.pdf”]\nHans Blake\, CFA\, CPA Bio\nHans is a Chartered Financial Analyst® (CFA) who managed over $350M before founding Intelligent Investing. He has an insatiable desire to learn\, and has a unique blend of creativity and attention to detail. \nHans graduated from Bob Jones University in public accounting\, before earning a Masters of Accountancy degree from the University of South Carolina Darla Moore School of business. Soon after\, he became a licensed CPA and joined a large public accounting firm in Charlotte. Later\, he and his wife lived in London while he worked for Deloitte. After their world travels\, they returned to his hometown roots of Greenville. \nHans is a father of four and has a passion for orphans and the needy. He is the chairman of the board for Piedmont Women’s Center\, a local crisis pregnancy non-profit organization. He and his wife also support an orphanage in Zambia and assist the children’s ministry at Palmetto Baptist Church\, where they attend. \n  URL:https://investedwithyou.com/event/ffnn-social-security/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2016/12/HTB_4026-e1520284890635.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20190802T120000 DTEND;TZID=America/New_York:20190802T130000 DTSTAMP:20260414T204139 CREATED:20190710T194248Z LAST-MODIFIED:20190802T201741Z UID:3110-1564747200-1564750800@investedwithyou.com SUMMARY:August 2\, 2019- FFN@N (Balanced Leadership) DESCRIPTION:Balanced Leadership\nOur leadership impacts everything we do. To most\, it seems there is so much written and said on the topic of leadership that it is confusing to determine what is really worth your attention. Ken Bixby\, President & CEO of BJU Education Group\, an organization focused on education from birth to twelfth grade spoke about the two important aspects of the leadership coin. First\, we must have a winning strategy. Second\, we must learn to bring out the best in people. The hard part is striking the right balance between the two. We also learned about Situational Leadership and how as leaders we should adapt to different types of people we lead. \nBased on the book he is in the process of finishing\, Ken will present what he believes are the two most important responsibilities of leadership that are equally important but seldom executed in balance. He will give examples of how he has focused on these principles of balanced leadership in industry and encourage you to take actionable steps to improve your leadership.  \n\nDr. Ken Bixby Bio\nKen Bixby has worked in leadership roles in various countries and companies for the last 35 years. He received his BS in Industrial Engineering from Purdue University\, his Masters in Management from Krannert Business School and his DBA from Anderson University in Indiana. He has led a variety of manufacturing organizations and also worked as a consultant. Currently\, he is the President & CEO of BJU Education Group\, an organization focused on education from birth to twelfth grade. He is working on publishing his first book on leadership. \n  URL:https://investedwithyou.com/event/ffnn-balanced-leadership/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2019/07/Ken-Bixby-e1562787066439.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20190503T120000 DTEND;TZID=America/New_York:20190503T131500 DTSTAMP:20260414T204139 CREATED:20190418T143844Z LAST-MODIFIED:20190503T205614Z UID:2932-1556884800-1556889300@investedwithyou.com SUMMARY:May 3\, 2019- FFN@N (Daboeconomics is Real) DESCRIPTION:Topic\nOn Friday\, May 3rd\, 2019\, Intelligent Investing hosted Tajh Boyd\, former All American from Clemson University\, and David Engel\, CFA\, to learn about investing opportunities in the Clemson area. The “Daboeconomics is Real” luncheon was held at CityRange Steakhouse in Greenville\, SC.  Click here to visit the Tajh Boyd Foundation website. Click here to visit the Lakeside Lodge Clemson website. Below are the pictures from the event: \n\n\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n \n 1\n2\n► \n \n  \n \nTajh Boyd Bio\nClemson All-American and former pro quarterback\, philanthropist\, and Clemson luminary Tajh Boyd has a well-earned reputation for getting things done. Tajh’s transition into the business world follows an athletic career defined by tenacity and bolstered by a collection of hard-earned victories. Now serving as Head of Sales at Lakeside Lodge Clemson\, Tajh takes pride in employing his charisma and trademark determination to pair his clients with their perfect luxury vacation home.​​ In his spare time\, he runs the Tajh Boyd Foundation\, an organization empowering and enabling youth in South Carolina to overcome adversity through education\, mentoring and character development. \n \nDavid Engel\, CFA Bio\nDavid Engel serves as Senior VP of Equity Investment and Debt Placement for Serrus Capital Partners Inc.\, a leading real estate investment company located in Greenville\, SC. David serves as a Principal and shareholder of P&V Partners and Engel Capital Advisors\, and has completed dozens of debt and equity private placements totaling in excess of $200 million in a variety of industries. David previously was a Principal and shareholder\, and founding employee of Homrich Berg Wealth Management\, a Barron’s Top 50 Wealth Management firm in Atlanta\, Georgia\, with assets under management in excess of over $5 billion. \nDavid is a Chartered Financial Analyst “CFA” and a member of the CFA Institute and the South Carolina Society of Chartered Financial Analysts. David earned his Bachelors of Science in Mathematics\, and a Masters of Business Administration with a concentration in finance from the University of South Carolina.​ \n  \n  URL:https://investedwithyou.com/event/may-3-2019-ffnn/ LOCATION:CityRange Steakhouse\, Greenville\, SC\, 615 Haywood Rd\, Greenville\, South Carolina\, 29607 CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2019/04/Tajh-Boyd-e1555450964847.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20190405T120000 DTEND;TZID=America/New_York:20190405T130000 DTSTAMP:20260414T204139 CREATED:20190305T192344Z LAST-MODIFIED:20190405T185300Z UID:2871-1554465600-1554469200@investedwithyou.com SUMMARY:April 5\, 2019- FFN@N (The Advantages of Using a Local Banker) DESCRIPTION:Topic\nOn April 5th\, Derek Horton\, a local banker from Southern First presented to the guests of Intelligent Investing on the advantages of working with a local banker. Southern First has approximately $1.9 billion in assets and established in Greenville in 1999. They have since expanded into Columbia\, Charleston\, Raleigh\, Atlanta\, Greensboro\, and Summerville. Here are some photos from the event. \n \n \nDerek Horton Bio\nDerek Horton is a Mortgage Executive with Southern First Bank. He and his team focus on creating an outstanding experience for each client looking to buy or build a home. With their client first model\, the Southern First Mortgage team has been ranked among the highest in overall client satisfaction from year to year. Derek is actively involved in the community as the Chair of Opportunity Greenville and also is a member of the Downtown Rotary Club. He previously served from 2012-2017 as Commissioner of the Fire & Police Practices Commission for the City of Greenville. Derek enjoys traveling with his wife and exercising in his free time. \n  \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n 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URL:https://investedwithyou.com/event/april-5-2019-ffnn/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2019/03/Derek-Horton-e1551813283942.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20190301T120000 DTEND;TZID=America/New_York:20190301T130000 DTSTAMP:20260414T204139 CREATED:20190218T173302Z LAST-MODIFIED:20190302T145034Z UID:2855-1551441600-1551445200@investedwithyou.com SUMMARY:March 1\, 2019- FFN@N (Charitable Giving in Retirement) DESCRIPTION:Topic\nOn March 1st\, Brandon Davis\, the Executive Operations Director for NCF Carolinas\, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan\, and explained the function of donor-advised funds. He also spoke on complex giving strategies using non-cash assets like a business and real estate. Here are some photos from the event. \n \nBrandon Davis Bio\nBrandon Davis\, a CERTIFIED FINANCIAL PLANNER TM professional\, serves as the Executive Operations Director for NCF Carolinas\, an affiliate of the National Christian Foundation.  NCF is the 8th largest U.S. charity in contributions and is the 3rd largest provider of Donor Advised Funds. They have received over $12 billion in gifts and completed $11 billion in grants to more than 55\,000 charities. \nBrandon’s professional background includes 20 years of charitable giving\, finance\, insurance and wealth management experience. Prior to joining NCF\, Brandon served as a wealth advisor providing comprehensive financial planning services and as an insurance specialist collaborating with affluent families and their professional advisors to structure\, implement and administer comprehensive life insurance plans. He began his career in banking as a corporate financial analyst and institutional investor management associate. \nOriginally from Hickory\, North Carolina\, Brandon graduated from UNC-Chapel Hill with a Bachelor of Science in Business Administration. He was the Past President of the Financial Planning Association of Charlotte and is a member of the Charlotte Estate Planning Council as well as Kingdom Advisors. He is an active member of Uptown Church where he also serves as a Finance Deacon. Brandon and his wife Teresa were married in 2003 and have two children. \n  URL:https://investedwithyou.com/event/march-1-2019-ffnn/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2019/02/Brandon-Davis.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20190201T120000 DTEND;TZID=America/New_York:20190201T130000 DTSTAMP:20260414T204139 CREATED:20190121T220739Z LAST-MODIFIED:20190205T020311Z UID:2829-1549022400-1549026000@investedwithyou.com SUMMARY:February 1\, 2019- FFN@N (2019 Market Outlook) DESCRIPTION:Pictures from Event\n\n \n\nTopic\n2018 markets were tough on most investors. The volatility increase at the end of 2018 made investors nervous\, and many economists think that volatility is here to stay. On February 1st at our First Friday Networking at Noon event\, we reviewed 2018 markets and providing a market outlook for 2019. Hans Blake\, CFA\, CPA was joined by Dr. Jeffrey Roach\, our Director of Research. We provided some key insights and outlooks regarding the macroeconomic environment around the world. \n\nHans Blake\, CFA\, CPA Bio\nHans has worked with high-net-worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives. \nThe Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News\, has appeared on WYFF News 4\, and has frequented local radio programs to talk about the markets and portfolio management. In 2016\, he received the Highest Award for Achievement by Dale Carnegie. \n \nJeff Roach\, PhD Bio\nDr. Jeff Roach is the Director of Research at Intelligent Investing while currently running an independent economic consulting firm. His unique experience on an institutional trading floor\, academic research\, and actual client money-management make him an engaging speaker for any audience. \nIn order to facilitate cutting edge research\, he maintains frequent contact with Federal Reserve economists\, Wall Street analysts\, and other leading economists from around the world. Dr. Roach has presented economic research as far away as Italy’s Ministry of Finance in Rome and Office of National Statistics in the UK. Additionally\, he has addressed a German Economic Roundtable and was invited to speak at Prudential’s Executive Leaders Conference hosted by Stanford University. Dr. Roach earned a BS in Mathematics from Bob Jones University\, both an MA and PhD in Economics from Clemson University\, and received a visiting post-doctoral research appointment at Harvard University. \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n \n\neyJpZCI6IjIwIiwibGFiZWwiOiJGRk5ATiBSU1ZQIiwiYWN0aXZlIjoiMSIsIm9yaWdpbmFsX2lkIjoiNSIsInVuaXF1ZV9pZCI6ImJzbzE1aSIsInBhcmFtcyI6eyJlbmFibGVGb3JNZW1iZXJzaGlwIjoiMCIsInRwbCI6eyJ3aWR0aCI6IjEwMCIsIndpZHRoX21lYXN1cmUiOiIlIiwiYmdfdHlwZV8wIjoiaW1nIiwiYmdfaW1nXzAiOiJodHRwczpcL1wvaW52ZXN0ZWR3aXRoeW91LmNvbVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAxN1wvMDdcL0VtYmVsbGlzaC1JY29uLTMwMHgyMjkucG5nIiwiYmdfY29sb3JfMCI6IiMzMzMzMzMiLCJiZ190eXBlXzEiOiJjb2xvciIsImJnX2ltZ18xIjoiIiwiYmdfY29sb3JfMSI6IiMzMzMzMzMiLCJiZ190eXBlXzIiOiJjb2xvciIsImJnX2ltZ18yIjoiIiwiYmdfY29sb3JfMiI6IiNhNGM3MzkiLCJiZ190eXBlXzMiOiJjb2xvciIsImJnX2ltZ18zIjoiIiwiYmdfY29sb3JfMyI6IiMwZTQ0NzAiLCJmaWVsZF9lcnJvcl9pbnZhbGlkIjoiIiwiZm9ybV9zZW50X21zZyI6IlRoYW5rIHlvdSBmb3IgUlNWUCdpbmchIFdlIGxvb2sgZm9yd2FyZCB0byBuZXR3b3JraW5nIHdpdGggeW91IHNvb24hIiwiZm9ybV9zZW50X21zZ19jb2xvciI6IiNhNGM3MzkiLCJoaWRlX29uX3N1Ym1pdCI6IjEiLCJyZWRpcmVjdF9vbl9zdWJtaXQiOiIiLCJlbWFpbF9mb3JtX2RhdGFfYXNfdGJsIjoiMSIsInRlc3RfZW1haWwiOiJpbmZvQGludmVzdGVkd2l0aHlvdS5jb20iLCJzYXZlX2NvbnRhY3RzIjoiMSIsImV4cF9kZWxpbSI6IjsiLCJmYl9jb252ZXJ0X2Jhc2UiOiIiLCJwdWJfcG9zdF90eXBlIjoicG9zdCIsInB1Yl9wb3N0X3N0YXR1cyI6InB1Ymxpc2giLCJyZWdfd3BfY3JlYXRlX3VzZXJfcm9sZSI6InN1YnNjcmliZXIiLCJmaWVsZF93cmFwcGVyIjoiPGRpdiBbZmllbGRfc2hlbGxfY2xhc3Nlc10gW2ZpZWxkX3NoZWxsX3N0eWxlc10+XHJcbiAgICA8bGFiZWwgZm9yPVwiW2ZpZWxkX2lkXVwiPltsYWJlbF08XC9sYWJlbD5bZmllbGRdXHJcbjxcL2Rpdj4ifSwiZmllbGRzIjpbeyJic19jbGFzc19pZCI6IjEyIiwibmFtZSI6IiIsImxhYmVsIjoiIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IjxoMyBjbGFzcz1cImhlYWRfZm9ybVwiPkZpcnN0IEZyaWRheSBOZXR3b3JraW5nIGF0IE5vb24gKFJTVlApPFwvaDM+PHAgY2xhc3M9XCJkZXNjcmlwdGlvblwiPklmIHlvdSdkIGxpa2UgdG8gam9pbiBvdXIgbmV4dCBGaXJzdCBGcmlkYXkgTmV0d29ya2luZyBhdCBOb29uIGV2ZW50LCBwbGVhc2UgUlNWUCBiZWxvdy4gV2UgbG9vayBmb3J3YXJkIHRvIG5ldHdvcmtpbmcgd2l0aCB5b3Ugc29vbi48XC9wPiIsImh0bWwiOiJodG1sZGVsaW0iLCJtYW5kYXRvcnkiOiIwIiwiYWRkX2NsYXNzZXMiOiIiLCJhZGRfc3R5bGVzIjoiIiwiYWRkX2F0dHIiOiIifSx7ImJzX2NsYXNzX2lkIjoiNiIsIm5hbWUiOiJmaXJzdF9uYW1lIiwibGFiZWwiOiJGaXJzdCBOYW1lIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IiIsImh0bWwiOiJ0ZXh0IiwibWFuZGF0b3J5IjoiMSIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiI2IiwibmFtZSI6Imxhc3RfbmFtZSIsImxhYmVsIjoiTGFzdCBOYW1lIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IiIsImh0bWwiOiJ0ZXh0IiwibWFuZGF0b3J5IjoiMCIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiIxMiIsIm5hbWUiOiJlbWFpbCIsImxhYmVsIjoiRW1haWwiLCJwbGFjZWhvbGRlciI6IiIsInZhbHVlIjoiIiwiaHRtbCI6ImVtYWlsIiwibWFuZGF0b3J5IjoiMSIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiIxMiIsIm5hbWUiOiJXaGljaEZGTmFOIiwibGFiZWwiOiJXaGljaCBGRk5ATiBFdmVudCBkbyB5b3Ugd2FudCB0byBhdHRlbmQ/IiwicGxhY2Vob2xkZXIiOiJUaGUgTmV4dCBGRk5ATiBFdmVudCIsInZhbHVlIjoiVGhlIE5leHQgRkZOQE4gRXZlbnQiLCJ2YWx1ZV9wcmVzZXQiOiIiLCJodG1sIjoidGV4dCIsIm1hbmRhdG9yeSI6IjEiLCJtaW5fc2l6ZSI6IiIsIm1heF9zaXplIjoiIiwiYWRkX2NsYXNzZXMiOiIiLCJhZGRfc3R5bGVzIjoiIiwiYWRkX2F0dHIiOiIiLCJ2bl9vbmx5X251bWJlciI6IjAiLCJ2bl9vbmx5X2xldHRlcnMiOiIwIiwidm5fcGF0dGVybiI6IiIsInZuX2VxdWFsIjoiIiwiaWNvbl9jbGFzcyI6IiIsImljb25fc2l6ZSI6IiIsImljb25fY29sb3IiOiIifSx7ImJzX2NsYXNzX2lkIjoiMTIiLCJuYW1lIjoic2VuZCIsImxhYmVsIjoiU2VuZCIsImh0bWwiOiJzdWJtaXQiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiJ9XSwib3B0c19hdHRycyI6eyJiZ19udW1iZXIiOiI0In19LCJpbWdfcHJldmlldyI6InRlYS10aW1lLnBuZyIsInZpZXdzIjoiODA3NCIsInVuaXF1ZV92aWV3cyI6IjUzMjQiLCJhY3Rpb25zIjoiMTA1Iiwic29ydF9vcmRlciI6IjUiLCJpc19wcm8iOiIwIiwiYWJfaWQiOiIwIiwiZGF0ZV9jcmVhdGVkIjoiMjAxNi0wNS0wMyAxNTowMTowMyIsImltZ19wcmV2aWV3X3VybCI6Imh0dHBzOlwvXC9pbnZlc3RlZHdpdGh5b3UuY29tXC93cC1jb250ZW50XC9wbHVnaW5zXC9jb250YWN0LWZvcm0tYnktc3Vwc3lzdGljXC9hc3NldHNcL2Zvcm1zXC9pbWdcL3ByZXZpZXdcL3RlYS10aW1lLnBuZyIsInZpZXdfaWQiOiIyMF8xMDYyMTYiLCJ2aWV3X2h0bWxfaWQiOiJjc3BGb3JtU2hlbGxfMjBfMTA2MjE2IiwiY29ubmVjdF9oYXNoIjoiMDNlMTRjNzM2ZGEzYjc3M2EwOTllOWNkNDE4M2RlOWUifQ==\n  URL:https://investedwithyou.com/event/february-1-2019-ffnn-market-outlook/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2016/12/HTB_4026-e1520284890635.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20181102T120000 DTEND;TZID=America/New_York:20181102T130000 DTSTAMP:20260414T204139 CREATED:20181012T193824Z LAST-MODIFIED:20181012T193824Z UID:2654-1541160000-1541163600@investedwithyou.com SUMMARY:November 2\, 2018- FFN@N (2018 Tax Planning) DESCRIPTION:2018 Tax Planning under new Trump Tax Cuts and Jobs Act\n2018 tax planning is very important this year. Come join our next First Friday Networking at Noon (FFN@N) event on November 2nd. Mark Swanson\, CPA\, CGMA\, CVA is a partner of Moore Beauston & Woodham\, and will come talk about year end tax planning in this first year under the new Trump Tax Cuts and Jobs Act. Come for the complimentary lunch and bring a friend. Be sure to RSVP below. \nWhat are some changes under the new Tax Cuts and Jobs Act?\nIt cuts the corporate tax rate from 35 percent to 21 percent beginning in 2018. The top individual tax rate drops to 37 percent. It cuts income tax rates\, doubles the standard deduction\, and eliminates personal exemptions. The corporate cuts are permanent\, while the individual changes expire at the end of 2025. It affects 529 Plans as well as ABLE Accounts. \n\nMark Swanson\, CPA\, CGMA\, CVA Bio\nMark is a Partner and manager of the firm’s Greenville\, SC office.  He has over 20 years of public and private accounting experience. \nMark received his Bachelor of Science Degree in Accounting from Bob Jones University and a Masters of Professional Accountancy from Clemson University. His areas of specialty are corporate and individual income tax planning and preparation\, business consulting and tax preparation for various nonprofit institutions\, preparation of business valuations for corporate acquisitions and dispositions\, family limited partnerships\, buy-sell agreements and corporate litigation. \nMark has been the presenter at various seminars and has previously been an adjunct professor of tax at Bob Jones University. He also served on the boards of several charitable organizations in Greenville and the Upstate including The United Way\, Meals on Wheels and Carolina Hope Christian Adoption Agency. \nMark is a member of the American Institute of Certified Public Accountants\, South Carolina Association of Certified Public Accountants\, and National Association of Certified Valuators and Analysts. \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n \n\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 URL:https://investedwithyou.com/event/2018-tax-planning/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/10/Mark-Swanson.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20181005T120000 DTEND;TZID=America/New_York:20181005T130000 DTSTAMP:20260414T204139 CREATED:20180919T192928Z LAST-MODIFIED:20181008T195055Z UID:2635-1538740800-1538744400@investedwithyou.com SUMMARY:October 5\, 2018- FFN@N (Medicare and Healthcare Planning) DESCRIPTION:Our October 5th First Friday Networking at Noon event featured Frank LeVett\, founder of HealthCare Planners\, who talked about healthcare planning before Medicare starts\, as well as different Medicare options. \nWhat is Medicare?\nMedicare 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 is divided into three parts – Part A (inpatient)\, Part B (outpatient)\, and Part D (prescription drug). \n\nMedicare Advantage\nIt is estimated that 30% of people with Medicare get their benefits from Medicare Advantage plans\, sometimes called Medicare private health plans. \nMedicare Advantage plan companies contract with Medicare and are paid a fixed amount to provide Medicare benefits. They are generally managed care plans. The most common types are: \nHMO – Health Maintenance Organizations\nPPO – Preferred Provider Organizations\nPFFS – Private Fee for Service plans\nMSA – Medical Saving Accounts \nFrank LeVett Bio\nFrank founded HealthCare Planners\, Inc. (HPI) in 2005. His primary focus with HPI has been the Senior Markets in South Carolina\, North Carolina\, Georgia\, and other states for more than 27 years. Frank sold his first Medicare Supplement in 1989\, and was hooked on the senior market. This segment of the market is constantly changing and keeps him engaged. Off hours you may find Frank enjoying time his wife Jody\, children and 5 grandchildren\, or improving his game on the golf course. URL:https://investedwithyou.com/event/medicare-planning/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/09/Frank-LeVett-e1560980381553.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180907T120000 DTEND;TZID=America/New_York:20180907T130000 DTSTAMP:20260414T204139 CREATED:20180817T210834Z LAST-MODIFIED:20180907T175302Z UID:2589-1536321600-1536325200@investedwithyou.com SUMMARY:September 7\, 2018- FFN@N (Ways to Pay for College) DESCRIPTION:Paying for college is a challenge for most families and often involves using money from a variety of sources – from financial aid to savings. Tuition and other school costs continue to rise at unprecedented rates. With many ways for financing a child’s education\, we know it can feel overwhelming to develop a plan. Whether it’s paying for your child’s tuition this fall or several years down the road\, we will explore several ways to pay for college including 529 plans\, UGMA/UTMA plans\, and federal grants. We covered ways to create a family education policy\, and share ideas of how you can pay for college. \n\nCheck out our other blogs on this topic: How to Create a Family Education Policy and How the Tax Cuts and Jobs Act Affects 529 Plans. URL:https://investedwithyou.com/event/ways-pay-college/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/08/College-Books.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180803T120000 DTEND;TZID=America/New_York:20180803T130000 DTSTAMP:20260414T204139 CREATED:20180627T154504Z LAST-MODIFIED:20180803T211414Z UID:2461-1533297600-1533301200@investedwithyou.com SUMMARY:August 3\, 2018- FFN@N (Creative Ways to Charitably Give) DESCRIPTION:Topic\nAugust’s First Friday Networking at Noon event covered the topic of creative ways to charitably give. Bobby McDonald from the South Carolina Christian Foundation spoke about Donor Advised Funds (DAFs)\, pooling them into a foundation\, and ways to creatively give throughout your lifetime. He talked about the concept of “proactively giving” and how we should think about giving first\, before we consider selling a piece of property or business. \nMaterials\n[gview file=”https://investedwithyou.com/wp-content/uploads/2018/06/2018.08.03-First-Friday-Networking-at-Noon-Bobby-McDonald-SCCF-Notes.pdf”]\n  \nBobby McDonald Bio\nRobert G. “Bobby” McDonald\, President of South Carolina Christian Foundation\, is an Upstate native with experience and expertise in non-profit organizations and charitable giving. Growing up on the campus of Connie Maxwell Children’s Home in Greenwood\, SC\, he saw first-hand the incredible need for ministry organizations and social agencies in the community. In his career\, Bobby served as Assistant to the President at Erskine College and Theological Seminary and Vice President of Palmetto Family Council\, a public policy organization affiliated with Focus on the Family. In both of these roles\, He led fundraising campaigns\, built planned giving departments and significantly increased the giving to these entities. \nIn 2010\, Bobby began his work at South Carolina Christian Foundation\, a state-wide\, community-based public foundation providing charitable financial services to Christian philanthropists. Through SCCF\, Bobby assists generous individuals and families in accomplishing their giving goals while enhancing heir ability to give more to the causes they care about most. He also works closely with local Christian non-profits to raise awareness of their efforts and needs as they serve the larger community. In the past decade\, SCCF has handled over $30 million in gifts and grants benefiting hundreds of charities locally\, regionally\, nationally\, and around the world. \nBobby received his undergraduate degree from Erskine College and a Masters Degree from Southern Baptist Theological Seminary. He and his wife\, Marlo\, live with their four children in Simpsonville\, SC where they are active members of Grace Church. URL:https://investedwithyou.com/event/august-3-2018-ffnn-creative-ways-to-charitably-give/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/06/Bobby-McDonald.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180504T120000 DTEND;TZID=America/New_York:20180504T130000 DTSTAMP:20260414T204139 CREATED:20180425T202215Z LAST-MODIFIED:20180504T185420Z UID:2332-1525435200-1525438800@investedwithyou.com SUMMARY:May 4\, 2018- FFN@N (Pro Golf Tips Before Summer) DESCRIPTION:Topic\nAt this month’s FFN@N\, we learned from Mike Carter\, one of 91 professionally certified golf instructors associated with The Plane Truth golf instruction. Jim Hardy\, world top 10 teacher and Chris O’Connell\, Matt Kuchar’s instructor\, are the driving force behind The Plane Truth golf instruction. Mike’s instruction is based on the paradigm that the golf swing is either one plane or two plane and it will benefit a golfer to understand which type of swing he or she has. Once the student has this knowledge\, the lesson is simply one of neutralizing the steep and shallow issues a student has in the swing. \nMike Carter Bio\nMike is a 1970 graduate of The Citadel.  After graduation he served in the Medical Field Service Corp of the United States Army.  Upon completing his service to his country\, he returned to Greenville and subsequently purchased two golf driving ranges where he taught golf.  In his early thirties\, he sold both ranges and entered the financial services industry.  In 2010 Mike retired. \nHaving loved teaching golf when he was in his twenties\, Mike decided teaching would be a great way to stay active and supplement his retirement income.  After researching the best golf instructors in America\, Mike went to Houston to study under Jim Hardy and Chris O’Connell.  Jim was recently inducted into the PGA Teachers Hall Of Fame.  Chris is best known as the instructor of Matt Kuchar.  Jim and Chris founded Plane Truth Golf Instruction and Plane Truth Golf TV.  PTGI has instructors all over the world. Mike currently teaches at the Eagle Zone in Greenville. URL:https://investedwithyou.com/event/may-4-2018-ffnn/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/04/Mike-Carter.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180406T120000 DTEND;TZID=America/New_York:20180406T130000 DTSTAMP:20260414T204139 CREATED:20180305T213524Z LAST-MODIFIED:20180417T180714Z UID:2296-1523016000-1523019600@investedwithyou.com SUMMARY:April 6\, 2018- FFN@N (Professionals' Retirement Exit Plan- PREP Talk) DESCRIPTION:Topic\nThis month’s First Friday Networking at Noon event was a condensed version of our Professionals’ Retirement Exit Plan (or PREP Talk) we give to the community. \n \nProfessionals’ Retirement Exit Plan (or PREP Talk) is geared towards professionals in their 50s or 60s who want to have a gameplan as they head towards the retirement runway. We discussed the Retirement Equation and how to know if you are ready for retirement. We may cover topics such as: \n\nHow much can I safely spend in retirement?\nDo I have enough saved to retire?\nWhat if I get laid off or have a health issue before I am ready to retire?\nWhat if the market crashes right after I retire?\nWhat risks are common in retirement?\nHow should I distribute my accounts in retirement?\nTwice the spouse/ Half the income- How to have a happy transition into retirement\nWhen should I consider taking Social Security?\nHealthcare\, long-term care insurance and costs during retirement\n\n \nHans Blake\, CFA\, CPA Bio\nHans has worked with high-net worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives. \nThe Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News\, has appeared on WYFF News 4 and has frequented local radio programs to talk about the markets and portfolio management. In 2016\, he received the Highest Award for Achievement by Dale Carnegie. URL:https://investedwithyou.com/event/april-6-2018-ffnn-professionals-retirement-exit-plan-prep-talk/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2016/12/HTB_4026-e1520284890635.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180302T120000 DTEND;TZID=America/New_York:20180302T130000 DTSTAMP:20260414T204139 CREATED:20180207T015624Z LAST-MODIFIED:20180304T025736Z UID:2202-1519992000-1519995600@investedwithyou.com SUMMARY:March 2\, 2018- FFN@N (Avoiding Probate and How the Tax Reform Changes the Estate Planning Landscape) DESCRIPTION:Topic\nWe had a record number of attendees for this month’s First Friday Networking at Noon event. We covered topics such as how to avoid probate\, and how the new tax reform affects estate planning. If you haven’t read or listened to our prior blogs/podcasts\, consider these links: Differences between a Revocable and Irrevocable Trust\, How the Probate Process Works\, and 3 Ways to Avoid Probate. \nPhoto from Event\n \nChadwicke L. Groover Bio\nChad 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 actions.  Prior to beginning his private practice here in Greenville\, Chad served as a Special Assistant United States Attorney prosecuting federal narcotics and firearms crime and as a Counsel on the Republican staff of the U.S. Senate Judiciary Committee\, Subcommittee on Crime. He is a deacon at Cornerstone Baptist Church.  He and his wife Gwen have two children\, Ava and Wills. \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n \n\neyJpZCI6IjIwIiwibGFiZWwiOiJGRk5ATiBSU1ZQIiwiYWN0aXZlIjoiMSIsIm9yaWdpbmFsX2lkIjoiNSIsInVuaXF1ZV9pZCI6ImJzbzE1aSIsInBhcmFtcyI6eyJlbmFibGVGb3JNZW1iZXJzaGlwIjoiMCIsInRwbCI6eyJ3aWR0aCI6IjEwMCIsIndpZHRoX21lYXN1cmUiOiIlIiwiYmdfdHlwZV8wIjoiaW1nIiwiYmdfaW1nXzAiOiJodHRwczpcL1wvaW52ZXN0ZWR3aXRoeW91LmNvbVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAxN1wvMDdcL0VtYmVsbGlzaC1JY29uLTMwMHgyMjkucG5nIiwiYmdfY29sb3JfMCI6IiMzMzMzMzMiLCJiZ190eXBlXzEiOiJjb2xvciIsImJnX2ltZ18xIjoiIiwiYmdfY29sb3JfMSI6IiMzMzMzMzMiLCJiZ190eXBlXzIiOiJjb2xvciIsImJnX2ltZ18yIjoiIiwiYmdfY29sb3JfMiI6IiNhNGM3MzkiLCJiZ190eXBlXzMiOiJjb2xvciIsImJnX2ltZ18zIjoiIiwiYmdfY29sb3JfMyI6IiMwZTQ0NzAiLCJmaWVsZF9lcnJvcl9pbnZhbGlkIjoiIiwiZm9ybV9zZW50X21zZyI6IlRoYW5rIHlvdSBmb3IgUlNWUCdpbmchIFdlIGxvb2sgZm9yd2FyZCB0byBuZXR3b3JraW5nIHdpdGggeW91IHNvb24hIiwiZm9ybV9zZW50X21zZ19jb2xvciI6IiNhNGM3MzkiLCJoaWRlX29uX3N1Ym1pdCI6IjEiLCJyZWRpcmVjdF9vbl9zdWJtaXQiOiIiLCJlbWFpbF9mb3JtX2RhdGFfYXNfdGJsIjoiMSIsInRlc3RfZW1haWwiOiJpbmZvQGludmVzdGVkd2l0aHlvdS5jb20iLCJzYXZlX2NvbnRhY3RzIjoiMSIsImV4cF9kZWxpbSI6IjsiLCJmYl9jb252ZXJ0X2Jhc2UiOiIiLCJwdWJfcG9zdF90eXBlIjoicG9zdCIsInB1Yl9wb3N0X3N0YXR1cyI6InB1Ymxpc2giLCJyZWdfd3BfY3JlYXRlX3VzZXJfcm9sZSI6InN1YnNjcmliZXIiLCJmaWVsZF93cmFwcGVyIjoiPGRpdiBbZmllbGRfc2hlbGxfY2xhc3Nlc10gW2ZpZWxkX3NoZWxsX3N0eWxlc10+XHJcbiAgICA8bGFiZWwgZm9yPVwiW2ZpZWxkX2lkXVwiPltsYWJlbF08XC9sYWJlbD5bZmllbGRdXHJcbjxcL2Rpdj4ifSwiZmllbGRzIjpbeyJic19jbGFzc19pZCI6IjEyIiwibmFtZSI6IiIsImxhYmVsIjoiIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IjxoMyBjbGFzcz1cImhlYWRfZm9ybVwiPkZpcnN0IEZyaWRheSBOZXR3b3JraW5nIGF0IE5vb24gKFJTVlApPFwvaDM+PHAgY2xhc3M9XCJkZXNjcmlwdGlvblwiPklmIHlvdSdkIGxpa2UgdG8gam9pbiBvdXIgbmV4dCBGaXJzdCBGcmlkYXkgTmV0d29ya2luZyBhdCBOb29uIGV2ZW50LCBwbGVhc2UgUlNWUCBiZWxvdy4gV2UgbG9vayBmb3J3YXJkIHRvIG5ldHdvcmtpbmcgd2l0aCB5b3Ugc29vbi48XC9wPiIsImh0bWwiOiJodG1sZGVsaW0iLCJtYW5kYXRvcnkiOiIwIiwiYWRkX2NsYXNzZXMiOiIiLCJhZGRfc3R5bGVzIjoiIiwiYWRkX2F0dHIiOiIifSx7ImJzX2NsYXNzX2lkIjoiNiIsIm5hbWUiOiJmaXJzdF9uYW1lIiwibGFiZWwiOiJGaXJzdCBOYW1lIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IiIsImh0bWwiOiJ0ZXh0IiwibWFuZGF0b3J5IjoiMSIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiI2IiwibmFtZSI6Imxhc3RfbmFtZSIsImxhYmVsIjoiTGFzdCBOYW1lIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IiIsImh0bWwiOiJ0ZXh0IiwibWFuZGF0b3J5IjoiMCIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiIxMiIsIm5hbWUiOiJlbWFpbCIsImxhYmVsIjoiRW1haWwiLCJwbGFjZWhvbGRlciI6IiIsInZhbHVlIjoiIiwiaHRtbCI6ImVtYWlsIiwibWFuZGF0b3J5IjoiMSIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiIxMiIsIm5hbWUiOiJXaGljaEZGTmFOIiwibGFiZWwiOiJXaGljaCBGRk5ATiBFdmVudCBkbyB5b3Ugd2FudCB0byBhdHRlbmQ/IiwicGxhY2Vob2xkZXIiOiJUaGUgTmV4dCBGRk5ATiBFdmVudCIsInZhbHVlIjoiVGhlIE5leHQgRkZOQE4gRXZlbnQiLCJ2YWx1ZV9wcmVzZXQiOiIiLCJodG1sIjoidGV4dCIsIm1hbmRhdG9yeSI6IjEiLCJtaW5fc2l6ZSI6IiIsIm1heF9zaXplIjoiIiwiYWRkX2NsYXNzZXMiOiIiLCJhZGRfc3R5bGVzIjoiIiwiYWRkX2F0dHIiOiIiLCJ2bl9vbmx5X251bWJlciI6IjAiLCJ2bl9vbmx5X2xldHRlcnMiOiIwIiwidm5fcGF0dGVybiI6IiIsInZuX2VxdWFsIjoiIiwiaWNvbl9jbGFzcyI6IiIsImljb25fc2l6ZSI6IiIsImljb25fY29sb3IiOiIifSx7ImJzX2NsYXNzX2lkIjoiMTIiLCJuYW1lIjoic2VuZCIsImxhYmVsIjoiU2VuZCIsImh0bWwiOiJzdWJtaXQiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiJ9XSwib3B0c19hdHRycyI6eyJiZ19udW1iZXIiOiI0In19LCJpbWdfcHJldmlldyI6InRlYS10aW1lLnBuZyIsInZpZXdzIjoiODA3NCIsInVuaXF1ZV92aWV3cyI6IjUzMjQiLCJhY3Rpb25zIjoiMTA1Iiwic29ydF9vcmRlciI6IjUiLCJpc19wcm8iOiIwIiwiYWJfaWQiOiIwIiwiZGF0ZV9jcmVhdGVkIjoiMjAxNi0wNS0wMyAxNTowMTowMyIsImltZ19wcmV2aWV3X3VybCI6Imh0dHBzOlwvXC9pbnZlc3RlZHdpdGh5b3UuY29tXC93cC1jb250ZW50XC9wbHVnaW5zXC9jb250YWN0LWZvcm0tYnktc3Vwc3lzdGljXC9hc3NldHNcL2Zvcm1zXC9pbWdcL3ByZXZpZXdcL3RlYS10aW1lLnBuZyIsInZpZXdfaWQiOiIyMF81MDIyMjMiLCJ2aWV3X2h0bWxfaWQiOiJjc3BGb3JtU2hlbGxfMjBfNTAyMjIzIiwiY29ubmVjdF9oYXNoIjoiMDNlMTRjNzM2ZGEzYjc3M2EwOTllOWNkNDE4M2RlOWUifQ== URL:https://investedwithyou.com/event/march-2-2018-ffnn-avoid-probate-tax-reform-affects-estate-planning/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2018/01/Chad-Groover.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180202T120000 DTEND;TZID=America/New_York:20180202T130000 DTSTAMP:20260414T204139 CREATED:20171117T204222Z LAST-MODIFIED:20180207T194722Z UID:2063-1517572800-1517576400@investedwithyou.com SUMMARY:February 2\, 2018- FFN@N (Picking the Perfect Gift) DESCRIPTION:This month’s FFN@N event was on the topic of gifts. As spouses\, children\, and parents we sometimes struggle with getting the perfect gift. Joyce presented the 5 Love Languages and how it applies to giving gifts to our special loved one. Over the years she has received many requests for helping choose that perfect gift\, and she passed on some of her years of wisdom to us. Thanks to all who came out. \n \nJoyce McAbee Bio (Founder of Monogram Concierge)\nFocused on creating beautiful outcomes\, Monogram Concierge’s founder Joyce McAbee truly understands the concept of service. An entrepreneur by nature\, Joyce dipped her toe into many entrepreneurial streams over the years before establishing a 16-year reputation in the senior care industry\, a decade as the owner of a successful non-medical senior care company\, and six years consulting\, helping services providers refine their quality of care. It was through this work she developed a heart not just for seniors\, but saw the burden on their children and others who had achieved success in life. She recognized the needed support system to truly live the life they’d worked so hard for so long to build\, and created Monogram Concierge to expand the demographic and service offerings. \nAt every level of organization at Monogram Concierge\, the commitment to uncommon service is woven throughout the fabric and at the heart of every offering. Monogram’s team of concierges offer clients unparalleled levels of care\, experience\, and trustworthiness. Their focus: to help clients create the life they want\, reimagine what’s possible\, and craft beautiful outcomes. \n\nFor those of you who missed it\, here are the “Picking the Perfect Gift Handouts”\n[gview file=”https://investedwithyou.com/wp-content/uploads/2017/11/Picking-the-Perfect-Gift.pdf”] URL:https://investedwithyou.com/event/picking-the-perfect-gift/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon,Networking ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2017/11/Joyce-McAbee.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20171201T120000 DTEND;TZID=America/New_York:20171201T130000 DTSTAMP:20260414T204139 CREATED:20171116T183835Z LAST-MODIFIED:20171204T154522Z UID:2061-1512129600-1512133200@investedwithyou.com SUMMARY:December 1\, 2017- FFN@N (Year End Tax Planning Strategies) DESCRIPTION:This month’s First Friday Networking at Noon event featured a talk on year-end tax and gift planning for individuals and businesses. Lisa Nason\, CPA educated us on some strategies and options to consider before the end of the year. We do not endorse any specific firm or individual. \nDisclaimer\nAny tax advice contained in the body of this material was not intended or written to be used\, and cannot be used\, by the recipient for the purpose of promoting\, marketing\, or recommending to another party any transaction or matter addressed herein. The preceding information is intended as a general discussion of the subject addressed and is not intended as a formal tax opinion. The recipient should not rely on any information contained herein without performing his or her own research verifying the conclusions reached. The conclusions reached should not be relied upon without an independent\, professional analysis of the facts and law applicable to the situation. \n  \nYear End Tax Planning for Individuals\n[gview file=”https://investedwithyou.com/wp-content/uploads/2017/11/NA-2017-Individual-Tax-Planning-Letter-1.pdf”]\nLisa Nason\, CPA Bio\nLisa Nason is the Managing Shareholder in Nason Accounting\, LLC. She specializes in tax compliance and tax consulting services primarily to small and mid-sized businesses\, as well as individuals\, including professional athletes and those with international issues.   She can also provide assistance with tax audits\, income\, sales & use\, and property tax returns. \nLisa grew up in Simpsonville\, attending Mauldin High School\, and later Clemson University.  She graduated from Clemson University with a Bachelors degree in Management and a Masters degree in Accounting\, specializing in taxation.  She started her public accounting career with KPMG working there for nine years before moving over to Deloitte & Touche.  Upon leaving Deloitte in 2003\, Lisa spent a few years in industry as the Tax Director for NewSouth Communications\, which later became NuVox Communications.  But in 2006 she returned to her first love\, public accounting\, and opened her own firm\, Nason Accounting\, LLC. \nOn a personal note\, Lisa is President of the Tajh Boyd Foundation Board of Directors\, a diehard Clemson fan\, loves to travel and scrapbook\, and especially spending time with her family. URL:https://investedwithyou.com/event/december-1-2017-ffnn-year-end-tax-gift-planning-strategies/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon,Networking ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2017/11/Nason-Lisa.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20171103T120000 DTEND;TZID=America/New_York:20171103T130000 DTSTAMP:20260414T204139 CREATED:20171006T210554Z LAST-MODIFIED:20171116T181440Z UID:1907-1509710400-1509714000@investedwithyou.com SUMMARY:November 3\, 2017- FFN@N (The ABC's and D's of Medicare) DESCRIPTION:Pictures from the Event\n \n  \nThis month’s First Friday Networking at Noon event featured a talk on Medicare Basics. Mike Head educated us on a very general overview of Medicare and what options people have when they become eligible. Since Intelligent Investing is a fee-only fiduciary advisor\, we do not sell any products\, including insurance. However\, we think it is prudent to be well-educated on a number of financial planning topics\, including Medicare. \nBiography\nMike Head is a graduate of Clemson University and the Leadership in Life Institute. Before joining Head Financial in 2010\, he spent several years in packaging sales and manufacturing management. \nMike’s practice focuses on employee benefit and individual life & health insurance solutions. He specializes in self-insured and wellness strategies for small employers looking to combat rising healthcare cost. \nAs a member of NAIFA\, the National Association of Insurance & Financial Advisors\, Mike has served in various leadership roles on the state and local level. He is currently serving as Vice President/Treasurer of NAIFA-Upstate. He recently was awarded the 2016-2017 South Carolina Young Advisor of the Year award. Mike is also an active member of the National Association of Health Underwriters and the Clemson Alumni Association. \nMike and his wife Sara\, are members of Mauldin United Methodist Church and have three children – Lawson\, Max\, and Maggie. \n\nFirst Friday Networking at Noon (RSVP)If you'd like to join our next First Friday Networking at Noon event\, please RSVP below. We look forward to networking with you soon. \n First Name\n\n Last Name\n\n Email\n\n Which FFN@N Event do you want to attend?\n\n \n\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\n  \n  \n  URL:https://investedwithyou.com/event/november-3-2017-first-friday-networking-at-noon/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon,Networking ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2017/10/DSC03867.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20171006T120000 DTEND;TZID=America/New_York:20171006T130000 DTSTAMP:20260414T204139 CREATED:20170801T222502Z LAST-MODIFIED:20190828T174130Z UID:1873-1507291200-1507294800@investedwithyou.com SUMMARY:October 6\, 2017-FFN@N (Improve Your Networking) DESCRIPTION:Have you ever been at an event and you didn’t know anyone? Wasn’t it awkward? Would you like to know what types of questions to ask in such a setting? On October 6\, 2017 at 12pm\, we heard Tim Gilbreath from Dale Carnegie teach some practical networking tips in a fun way. Tim did a great job at teaching a “Networking Stack” which helps you think through some things to say when you meet a business person at an event. \nPictures from the Event URL:https://investedwithyou.com/event/october-6-2017/ LOCATION:Intelligent Investing Office\, 33 Market Point Drive\, Greenville\, SC\, 29607\, United States CATEGORIES:First Friday Networking at Noon,Networking ATTACH;FMTTYPE=image/jpeg:https://investedwithyou.com/wp-content/uploads/2017/08/Corey-and-Tim_0440.jpg ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com END:VEVENT END:VCALENDAR