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September 2018

September 7, 2018- FFN@N (Ways to Pay for College)

September 7, 2018 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Paying for college is a challenge for most families and often involves using money from a variety of sources – from financial aid to savings. Tuition and other school costs continue to rise at unprecedented rates. With many ways for financing a child's education, we know it can feel overwhelming to develop a plan. Whether it's paying for your child's tuition this fall or several years down the road, we will explore several ways to pay for college including 529 plans, UGMA/UTMA plans,…

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October 2018

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

October 5, 2018 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Frank LeVett

Our October 5th First Friday Networking at Noon event featured Frank LeVett, founder of HealthCare Planners, who talked about healthcare planning before Medicare starts, as well as different Medicare options. 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 is divided into three parts – Part A (inpatient), Part B (outpatient), and Part D (prescription drug).…

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Estate Administration Procedures: Why Each Step is Important

October 16, 2018 @ 8:00 am - 5:00 pm
Hilton Garden Inn, 108 Carolina Point Parkway
Greenville, SC 29605
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$349
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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November 2018

November 2, 2018- FFN@N (2018 Tax Planning)

November 2, 2018 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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2018 Tax Planning under new Trump Tax Cuts and Jobs Act 2018 tax planning is very important this year. Come join our next First Friday Networking at Noon (FFN@N) event on November 2nd. Mark Swanson, CPA, CGMA, CVA is a partner of Moore Beauston & Woodham, and will come talk about year end tax planning in this first year under the new Trump Tax Cuts and Jobs Act. Come for the complimentary lunch and bring a friend. Be sure to…

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5 Things You Must Know Before You START Retirement

November 15, 2018 @ 11:45 am - 1:30 pm
CityRange Steakhouse Grill, 615 Haywood Rd
Greenville, SC 29607
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$17.50

Intelligent Investing will be presenting to the Bob Jones Alumni on November 15th at CityRange Steakhouse. Please RSVP by emailing: alumni@bju.edu. 5 Things You Must Know Before You START Retirement With baby-boomers comprising one of the largest groups of our population, it should come as no surprise that another large group is made up of those in retirement mode. Everyone should have a game plan as they head towards retirement or are in retirement. As Benjamin Franklin quoted, "If you…

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February 2019

February 1, 2019- FFN@N (2019 Market Outlook)

February 1, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
Hans Blake, CFA, CPA

Pictures from Event Topic 2018 markets were tough on most investors. The volatility increase at the end of 2018 made investors nervous, and many economists think that volatility is here to stay. On February 1st at our First Friday Networking at Noon event, we reviewed 2018 markets and providing a market outlook for 2019. Hans Blake, CFA, CPA was joined by Dr. Jeffrey Roach, our Director of Research. We provided some key insights and outlooks regarding the macroeconomic environment around the…

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March 2019

March 1, 2019- FFN@N (Charitable Giving in Retirement)

March 1, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States

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…

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April 2019

April 5, 2019- FFN@N (The Advantages of Using a Local Banker)

April 5, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States

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…

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