Insightful. Independent. Innovative.
Intelligent Investing will be presenting to the Bob Jones Alumni on November 15th at CityRange Steakhouse. Please RSVP by emailing: alumni@bju.edu. 5 Things You Must Know Before You START Retirement With baby-boomers comprising one of the largest groups of our population, it should come as no surprise that another large group is made up of […]
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, […]
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 […]
