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May 4, 2018- FFN@N (Pro Golf Tips Before Summer)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic At 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 […]

August 3, 2018- FFN@N (Creative Ways to Charitably Give)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic August'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 […]

September 7, 2018- FFN@N (Ways to Pay for College)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 […]

Frank LeVett

October 5, 2018- FFN@N (Medicare and Healthcare Planning)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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. 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 […]

November 2, 2018- FFN@N (2018 Tax Planning)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

2018 Tax Planning under new Trump Tax Cuts and Jobs Act 2018 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 […]

Hans Blake, CFA, CPA

February 1, 2019- FFN@N (2019 Market Outlook)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Pictures from Event Topic 2018 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, […]

March 1, 2019- FFN@N (Charitable Giving in Retirement)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic On 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 […]

April 5, 2019- FFN@N (The Advantages of Using a Local Banker)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic On 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 […]

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