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June 2019
June 7, 2019- FFN@N- Just Trust Me: Role of a Corporate Trustee
Have you ever wondered why people create trusts and wondered what they are used for? Are you planning on leaving an inheritance to a special needs beneficiary? Are you concerned about a child or grandchild becoming a spendthrift after you are gone? Our June 7th First Friday Networking at Noon event featured Shelton Tate, Vice President and Trust Officer for Arthur State Bank. Shelton presented an overview of the role of a corporate trustee and answered several trust questions. …
Find out more »August 2019
August 2, 2019- FFN@N (Balanced Leadership)
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 spoke about the two important aspects of the leadership coin. First, we must have a winning strategy. Second, we must learn to bring out the…
Find out more »September 2019
September 6, 2019- FFN@N (Social Security Planning)
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…
Find out more »October 2019
October 4, 2019- FFN@N (Medicare Planning for Retirees)
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…
Find out more »February 2020
February 7, 2020- FFN@N (2020 Market Outlook)
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 and outlooks regarding the macroeconomic environment around the world and where there may be opportunities. Hans Blake, CFA, CPA Bio Hans has worked with high-net-worth…
Find out more »March 2020
What the SECURE Act Means to Me- March 6, 2020
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 on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure, and signed into law on Dec. 20 by President Donald Trump. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged accounts. Join us as Hans Blake, CFA, CPA will discuss how the SECURE…
Find out more »April 2020
Coronavirus’ Impact on Markets and The Economy- April 3, 2020
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 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…
Find out more »October 2020
College Planning Through 529 Plans- October 2, 2020
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 such as tax advantages, investment options, and flexibility of use that enable families to save for their loved ones’ futures. There have been a lot…
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