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: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 END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20181115T114500 DTEND;TZID=America/New_York:20181115T133000 DTSTAMP:20260407T051033 CREATED:20181105T204356Z LAST-MODIFIED:20181105T205148Z UID:2720-1542282300-1542288600@investedwithyou.com SUMMARY:5 Things You Must Know Before You START Retirement DESCRIPTION:Intelligent Investing will be presenting to the Bob Jones Alumni on November 15th at CityRange Steakhouse. Please RSVP by emailing: alumni@bju.edu. \n5 Things You Must Know Before You START Retirement\nWith 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 those in retirement mode. Everyone should have a game plan as they head towards retirement or are in retirement. As Benjamin Franklin quoted\, “If you fail to plan\, then you plan to fail.” In this light-hearted talk\, we’ll cover topics such as: \n\nSpending\nTime Horizon\nAsset Allocation\nRisk Alignment\nTax Avoidance\n\n  \nHans Blake\, CFA\, CPA Bio\nHans is a Chartered Financial Analyst® (CFA) who managed over $350M and worked with high net worth individuals and institutions around the world before founding Intelligent Investing. \nIntelligent Investing strives to minimize financial stress to maximize lives through cutting-edge technology integrations and behavioral finance (improving how investors think and act with money). \nHans graduated from Bob Jones University in public accounting\, before earning a Masters of Accountancy degree from the University of South Carolina. He is a licensed CPA who worked and lived in Charlotte\, NC\, and London\, England before returning to his Greenville hometown roots. \nHans is a Chartered Financial Analyst® charter holder\, which is considered by many to be the gold standard among wealth managers. Less than 20% of those who start the process ever become CFA® charterholders. \nHans writes financial articles and gives public Intelligent Talks to the community. He has been interviewed multiple times by The Greenville News \, WYFF News 4\, and local radio programs to talk about the markets and portfolio management. His Intelligent Money Minute podcasts are growing in popularity\, and he has received the Highest Award for Achievement by Dale Carnegie. \nHans is a father of four and is the chairman of the board for Piedmont Women’s Center\, a local crisis pregnancy non-profit organization. URL:https://investedwithyou.com/event/5-things-you-must-know-before-you-start-retirement/ LOCATION:CityRange Steakhouse Grill\, 615 Haywood Rd\, Greenville\, SC\, 29607 CATEGORIES:Networking,Public Seminar ATTACH;FMTTYPE=image/png:https://investedwithyou.com/wp-content/uploads/2018/11/Third-Thursday.png ORGANIZER;CN="Jonathan Pait":MAILTO:jpait@bju.edu END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20180202T120000 DTEND;TZID=America/New_York:20180202T130000 DTSTAMP:20260407T051033 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:20260407T051033 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:20260407T051033 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:20260407T051034 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