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March 2019
March 1, 2019- FFN@N (Charitable Giving in Retirement)
Topic On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies using non-cash assets like a business and real estate. Here are some photos from the event. Brandon Davis Bio Brandon Davis, a CERTIFIED FINANCIAL PLANNER…
Find out more »April 2019
April 5, 2019- FFN@N (The Advantages of Using a Local Banker)
Topic On April 5th, Derek Horton, a local banker from Southern First presented to the guests of Intelligent Investing on the advantages of working with a local banker. Southern First has approximately $1.9 billion in assets and established in Greenville in 1999. They have since expanded into Columbia, Charleston, Raleigh, Atlanta, Greensboro, and Summerville. Here are some photos from the event. Derek Horton Bio Derek Horton is a Mortgage Executive with Southern First Bank. He and his team focus on…
Find out more »May 2019
May 3, 2019- FFN@N (Daboeconomics is Real)
Topic On Friday, May 3rd, 2019, Intelligent Investing hosted Tajh Boyd, former All American from Clemson University, and David Engel, CFA, to learn about investing opportunities in the Clemson area. The “Daboeconomics is Real” luncheon was held at CityRange Steakhouse in Greenville, SC. Click here to visit the Tajh Boyd Foundation website. Click here to visit the Lakeside Lodge Clemson website. Below are the pictures from the event: Tajh Boyd Bio Clemson All-American and former pro quarterback, philanthropist, and Clemson luminary Tajh…
Find out more »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…
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