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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC

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. Ken Bixby, President & CEO of BJU Education Group, an organization focused on education from birth to twelfth grade […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC

  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 […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC

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 […]

February 7, 2020- FFN@N (2020 Market Outlook)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC

Topic 2019 markets were generally good for most investors. The upcoming presidential election, the new trade deal with China, and Brexit may increase volatility in 2020.  On February 7th at our First Friday Networking at Noon event, we reviewed 2019 markets and providing a 2020 market outlook. Hans Blake, CFA, CPA provided some key insights […]

What the SECURE Act Means to Me- March 6, 2020

Intelligent Investing Office 33 Market Point Drive, Greenville, SC

Topic The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate […]

Coronavirus’ Impact on Markets and The Economy- April 3, 2020

Zoom Meeting SC

Topic On 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 […]

College Planning Through 529 Plans- October 2, 2020

Zoom Virtual Meeting SC

    Topic- Maximizing College Savings through 529 Plans Tax-favored savings accounts known as 529 plans can help families save and invest to pay for college. For 18 years, Future Scholar has helped South Carolina families reach their financial educational goals for their children. The highly-rated 529 college savings program continues to provide numerous benefits […]

Retirement Madness- How to Avoid Upsets in Retirement

Zoom Virtual Meeting SC

  Topic- Retirement Madness- How to Avoid Upsets in Retirement As we head towards March Madness this year, we thought we'd share our retirement preparation ideas so you can avoid upsets in your retirement. You will not want to miss our first virtual event on March 5, 2021, so be sure to register using the […]

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