October 6, 2017-FFN@N (Improve Your Networking)

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

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 […]

November 3, 2017- FFN@N (The ABC’s and D’s of Medicare)

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

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. […]

December 1, 2017- FFN@N (Year End Tax Planning Strategies)

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

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 […]

February 2, 2018- FFN@N (Picking the Perfect Gift)

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

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, […]

5 Things You Must Know Before You START Retirement

CityRange Steakhouse Grill 615 Haywood Rd, Greenville, SC

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 […]

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