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October 2018

October 5, 2018- FFN@N (Medicare and Healthcare Planning)

October 5 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Frank LeVett

Come join our next First Friday Networking at Noon (FFN@N) event on October 5th. Frank LeVett, founder of HealthCare Planners, will come talk about healthcare planning after retirement before Medicare starts, as well as different Medicare options. Come for the complimentary lunch and bring a friend. 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,…

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Estate Administration Procedures: Why Each Step is Important

October 16 @ 8:00 am - 5:00 pm
Hilton Garden Inn, 108 Carolina Point Parkway
Greenville, SC 29605
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NBI logo

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: Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate; and Being Thorough to Close the Estate Without a Hitch   To learn more and to register, click here. Program Description Properly Administer Your Client's Estate Do you have a solid…

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