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August 2019

August 2, 2019- FFN@N (Balanced Leadership)

August 2 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Dr. Ken Bixby

Balanced Leadership Our leadership impacts everything we do. To most, it seems there is so much written and said on the topic of leadership that it is confusing to determine what is really worth your attention. You won't want to miss our August 2nd First Friday Networking at Noon event featuring Ken Bixby, President & CEO of BJU Education Group, an organization focused on education from birth to twelfth grade.  Based on the book he is in the process of…

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September 2019

September 6, 2019- FFN@N (Social Security Planning)

September 6 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Hans Blake, CFA, CPA

  The Social Security Administration (SSA) indicates that Social Security benefits represent over one-third of income for the elderly--it is important to know when it is optimal to begin payments. Unfortunately, you cannot rely on the SSA to provide the best strategy for you because they don't know your entire financial situation. Do you know the important benefit filing ages? When should I file? What are the spousal and survivor benefits?  What is the future of social security? Will Social…

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October 2019

October 4, 2019- FFN@N (Medicare Planning for Retirees)

October 4 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Frank LeVett

Are you nearing retirement and have healthcare questions or concerns? You won't want to miss our October 4th First Friday Networking at Noon event featuring Frank LeVett, founder of HealthCare Planners, who will talk about Medicare enrollment and changes for 2020. Be sure to RSVP below. What is Medicare? Medicare is the traditional fee-for-service program offered directly through the federal government for people 65 and older. It has deductibles, co-insurance and out of pocket expenses, some with no caps. Medicare…

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