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UID:3338-1585915200-1585918800@investedwithyou.com
SUMMARY:Coronavirus' Impact on Markets and The Economy- April 3\, 2020
DESCRIPTION:Topic\nOn April 3rd at noon\, Hans Blake\, CFA\, CPA will host a virtual Zoom videoconference call on the Coronavirus (COVID-19) and the impact it has had on markets in recent weeks. He will share what we are observing around the world from an economic standpoint and where there may be opportunities. He will also share some of the emotional and behavioral biases we all have and how you can prevent yourself from becoming your worst enemy when it comes to investing. Our goal is to minimize financial stress (especially in times of fear and worry). You won’t want to miss it! Please RSVP below to receive a link to the Zoom videoconference. \n\nHans Blake\, CFA\, CPA Bio\nHans has worked with high-net-worth individuals and institutions around the world. He is a Chartered Financial Analyst® (CFA) and Certified Public Accountant (CPA) who managed over $350M before founding Intelligent Investing. Hans has spent his entire career helping people minimize financial stress to maximize their lives. \nThe Chartered Financial Analyst® charter is considered by many to be the gold standard among financial professionals. Less than 20% of those who start the process ever become CFA® charterholders. Hans writes financial articles and gives public Intelligent Talks. He has been interviewed by The Greenville News\, The Greenville Business Journal\, NPR\, and has appeared on WYFF News 4 to talk about the markets and portfolio management.  \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\neyJpZCI6IjIwIiwibGFiZWwiOiJGRk5ATiBSU1ZQIiwiYWN0aXZlIjoiMSIsIm9yaWdpbmFsX2lkIjoiNSIsInVuaXF1ZV9pZCI6ImJzbzE1aSIsInBhcmFtcyI6eyJlbmFibGVGb3JNZW1iZXJzaGlwIjoiMCIsInRwbCI6eyJ3aWR0aCI6IjEwMCIsIndpZHRoX21lYXN1cmUiOiIlIiwiYmdfdHlwZV8wIjoiaW1nIiwiYmdfaW1nXzAiOiJodHRwczpcL1wvaW52ZXN0ZWR3aXRoeW91LmNvbVwvd3AtY29udGVudFwvdXBsb2Fkc1wvMjAxN1wvMDdcL0VtYmVsbGlzaC1JY29uLTMwMHgyMjkucG5nIiwiYmdfY29sb3JfMCI6IiMzMzMzMzMiLCJiZ190eXBlXzEiOiJjb2xvciIsImJnX2ltZ18xIjoiIiwiYmdfY29sb3JfMSI6IiMzMzMzMzMiLCJiZ190eXBlXzIiOiJjb2xvciIsImJnX2ltZ18yIjoiIiwiYmdfY29sb3JfMiI6IiNhNGM3MzkiLCJiZ190eXBlXzMiOiJjb2xvciIsImJnX2ltZ18zIjoiIiwiYmdfY29sb3JfMyI6IiMwZTQ0NzAiLCJmaWVsZF9lcnJvcl9pbnZhbGlkIjoiIiwiZm9ybV9zZW50X21zZyI6IlRoYW5rIHlvdSBmb3IgUlNWUCdpbmchIFdlIGxvb2sgZm9yd2FyZCB0byBuZXR3b3JraW5nIHdpdGggeW91IHNvb24hIiwiZm9ybV9zZW50X21zZ19jb2xvciI6IiNhNGM3MzkiLCJoaWRlX29uX3N1Ym1pdCI6IjEiLCJyZWRpcmVjdF9vbl9zdWJtaXQiOiIiLCJlbWFpbF9mb3JtX2RhdGFfYXNfdGJsIjoiMSIsInRlc3RfZW1haWwiOiJpbmZvQGludmVzdGVkd2l0aHlvdS5jb20iLCJzYXZlX2NvbnRhY3RzIjoiMSIsImV4cF9kZWxpbSI6IjsiLCJmYl9jb252ZXJ0X2Jhc2UiOiIiLCJwdWJfcG9zdF90eXBlIjoicG9zdCIsInB1Yl9wb3N0X3N0YXR1cyI6InB1Ymxpc2giLCJyZWdfd3BfY3JlYXRlX3VzZXJfcm9sZSI6InN1YnNjcmliZXIiLCJmaWVsZF93cmFwcGVyIjoiPGRpdiBbZmllbGRfc2hlbGxfY2xhc3Nlc10gW2ZpZWxkX3NoZWxsX3N0eWxlc10+XHJcbiAgICA8bGFiZWwgZm9yPVwiW2ZpZWxkX2lkXVwiPltsYWJlbF08XC9sYWJlbD5bZmllbGRdXHJcbjxcL2Rpdj4ifSwiZmllbGRzIjpbeyJic19jbGFzc19pZCI6IjEyIiwibmFtZSI6IiIsImxhYmVsIjoiIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IjxoMyBjbGFzcz1cImhlYWRfZm9ybVwiPkZpcnN0IEZyaWRheSBOZXR3b3JraW5nIGF0IE5vb24gKFJTVlApPFwvaDM+PHAgY2xhc3M9XCJkZXNjcmlwdGlvblwiPklmIHlvdSdkIGxpa2UgdG8gam9pbiBvdXIgbmV4dCBGaXJzdCBGcmlkYXkgTmV0d29ya2luZyBhdCBOb29uIGV2ZW50LCBwbGVhc2UgUlNWUCBiZWxvdy4gV2UgbG9vayBmb3J3YXJkIHRvIG5ldHdvcmtpbmcgd2l0aCB5b3Ugc29vbi48XC9wPiIsImh0bWwiOiJodG1sZGVsaW0iLCJtYW5kYXRvcnkiOiIwIiwiYWRkX2NsYXNzZXMiOiIiLCJhZGRfc3R5bGVzIjoiIiwiYWRkX2F0dHIiOiIifSx7ImJzX2NsYXNzX2lkIjoiNiIsIm5hbWUiOiJmaXJzdF9uYW1lIiwibGFiZWwiOiJGaXJzdCBOYW1lIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IiIsImh0bWwiOiJ0ZXh0IiwibWFuZGF0b3J5IjoiMSIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiI2IiwibmFtZSI6Imxhc3RfbmFtZSIsImxhYmVsIjoiTGFzdCBOYW1lIiwicGxhY2Vob2xkZXIiOiIiLCJ2YWx1ZSI6IiIsImh0bWwiOiJ0ZXh0IiwibWFuZGF0b3J5IjoiMCIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiIxMiIsIm5hbWUiOiJlbWFpbCIsImxhYmVsIjoiRW1haWwiLCJwbGFjZWhvbGRlciI6IiIsInZhbHVlIjoiIiwiaHRtbCI6ImVtYWlsIiwibWFuZGF0b3J5IjoiMSIsIm1pbl9zaXplIjoiIiwibWF4X3NpemUiOiIiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiIsInZuX29ubHlfbnVtYmVyIjoiMCIsInZuX29ubHlfbGV0dGVycyI6IjAiLCJ2bl9wYXR0ZXJuIjoiMCJ9LHsiYnNfY2xhc3NfaWQiOiIxMiIsIm5hbWUiOiJXaGljaEZGTmFOIiwibGFiZWwiOiJXaGljaCBGRk5ATiBFdmVudCBkbyB5b3Ugd2FudCB0byBhdHRlbmQ/IiwicGxhY2Vob2xkZXIiOiJUaGUgTmV4dCBGRk5ATiBFdmVudCIsInZhbHVlIjoiVGhlIE5leHQgRkZOQE4gRXZlbnQiLCJ2YWx1ZV9wcmVzZXQiOiIiLCJodG1sIjoidGV4dCIsIm1hbmRhdG9yeSI6IjEiLCJtaW5fc2l6ZSI6IiIsIm1heF9zaXplIjoiIiwiYWRkX2NsYXNzZXMiOiIiLCJhZGRfc3R5bGVzIjoiIiwiYWRkX2F0dHIiOiIiLCJ2bl9vbmx5X251bWJlciI6IjAiLCJ2bl9vbmx5X2xldHRlcnMiOiIwIiwidm5fcGF0dGVybiI6IiIsInZuX2VxdWFsIjoiIiwiaWNvbl9jbGFzcyI6IiIsImljb25fc2l6ZSI6IiIsImljb25fY29sb3IiOiIifSx7ImJzX2NsYXNzX2lkIjoiMTIiLCJuYW1lIjoic2VuZCIsImxhYmVsIjoiU2VuZCIsImh0bWwiOiJzdWJtaXQiLCJhZGRfY2xhc3NlcyI6IiIsImFkZF9zdHlsZXMiOiIiLCJhZGRfYXR0ciI6IiJ9XSwib3B0c19hdHRycyI6eyJiZ19udW1iZXIiOiI0In19LCJpbWdfcHJldmlldyI6InRlYS10aW1lLnBuZyIsInZpZXdzIjoiODI4NSIsInVuaXF1ZV92aWV3cyI6IjU0ODQiLCJhY3Rpb25zIjoiMTA1Iiwic29ydF9vcmRlciI6IjUiLCJpc19wcm8iOiIwIiwiYWJfaWQiOiIwIiwiZGF0ZV9jcmVhdGVkIjoiMjAxNi0wNS0wMyAxNTowMTowMyIsImltZ19wcmV2aWV3X3VybCI6Imh0dHBzOlwvXC9pbnZlc3RlZHdpdGh5b3UuY29tXC93cC1jb250ZW50XC9wbHVnaW5zXC9jb250YWN0LWZvcm0tYnktc3Vwc3lzdGljXC9hc3NldHNcL2Zvcm1zXC9pbWdcL3ByZXZpZXdcL3RlYS10aW1lLnBuZyIsInZpZXdfaWQiOiIyMF82ODIyNDMiLCJ2aWV3X2h0bWxfaWQiOiJjc3BGb3JtU2hlbGxfMjBfNjgyMjQzIiwiY29ubmVjdF9oYXNoIjoiZWI2ZjVkZGNmZGNkNDcxZGVhMjcwNjBiYzFjNGI0NmQifQ==
URL:https://investedwithyou.com/event/coronavirus-crisis/
LOCATION:Zoom Meeting\, SC\, United States
CATEGORIES:Public Seminar
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ORGANIZER;CN="Amanda Blake":MAILTO:amanda@investedwithyou.com
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DTSTART;TZID=America/New_York:20181115T114500
DTEND;TZID=America/New_York:20181115T133000
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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
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DTSTART;TZID=America/New_York:20181016T080000
DTEND;TZID=America/New_York:20181016T170000
DTSTAMP:20180727T170245Z
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UID:2480-1539676800-1539709200@investedwithyou.com
SUMMARY:Estate Administration Procedures: Why Each Step is Important
DESCRIPTION:Hans Blake\, CFA\, CPA will be presenting at the National Business Institute on “Estate Administration Procedures: Why Each Step Is Important” on October 16\, 2018 in Greenville\, SC. He will be discussing the following topics: \n\nConsiderations for Collecting the Assets\, Preparing the Inventory and Handling Claims Against the Estate; and\nBeing Thorough to Close the Estate Without a Hitch\n\n  \nTo learn more and to register\, click here. \nProgram Description\n\nProperly Administer Your Client’s Estate \nDo you have a solid understanding of proper procedures surrounding estate administration? Do you feel confident that you can overcome the wide array of challenges you may face while working with each estate’s unique requirements? Join us and gain a comprehensive understanding of the estate planning process so you can easily organize and manage your responsibilities. Register today! \n\nWeigh the pros and cons of informal administration and learn how it can be advantageously used.\nMake the entire process as efficient as possible when working with the personal representative.\nDetermine the survivors’ immediate needs – and ensure they’re met.\nKnow your options: take a look at alternative methods to closing the estate.\nCompetently file federal and state estate tax returns and know exactly what is required.\nLearn how to handle the most common issues in probate litigation.\n\n\nWho Should Attend\n\nThis basic level seminar will provide fundamental estate administration topics for: \n\nAttorneys\nAccountants\nParalegals\nTrust Officers\nEstate Planners\nTax Professionals\nFinancial Planners\n\n\nCourse Content\n\n\nFoundations of Estate Administration Defined\nPreparing to Begin the Administration Process\nConsiderations for Collecting the Assets\, Preparing the Inventory and Handling Claims Against the Estate\nBeing Thorough to Close the Estate Without a Hitch\nUnderstanding Tax Procedures to Avoid Problems Later\nEthical Challenges in Estate Administration\nCommon Issues To Be Prepared for in Litigation and Probate\n\n\nContinuing Education Credit\n\nContinuing Legal Education \nCredit Hrs State\nCLE 6.50 –  NC*\nCLE 6.67 –  SC* \nFinancial Planners – Financial Planners: 8.00 \nInternational Association for Continuing Education Training – IACET: 0.70 \nNational Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 * \nProfessional Achievement in Continuing Education – PACE: 8.00
URL:https://investedwithyou.com/event/estate-administration-procedures-why-each-step-is-important/
LOCATION:Hilton Garden Inn\, 108 Carolina Point Parkway\, Greenville\, SC\, 29605
CATEGORIES:Public Seminar
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