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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 […]
Pictures from the Event This 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. […]
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. Disclaimer Any tax advice contained in the […]
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, […]
Topic We 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, […]
Topic This 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. Professionals’ 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 […]
