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May 2019

May 3, 2019- FFN@N (Daboeconomics is Real)

May 3, 2019 @ 12:00 pm - 1:15 pm
CityRange Steakhouse, Greenville, SC, 615 Haywood Rd
Greenville, South Carolina 29607
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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…

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June 2019

June 7, 2019- FFN@N- Just Trust Me: Role of a Corporate Trustee

June 7, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Shelton Tate

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.  …

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August 2019

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

August 2, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Dr. Ken Bixby

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…

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September 2019

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

September 6, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Hans Blake, CFA, CPA

  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…

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October 2019

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

October 4, 2019 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
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Frank LeVett

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…

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February 2020

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

February 7 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
Hans Blake, CFA, CPA

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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March 2020

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

March 6 @ 12:00 pm - 1:00 pm
Intelligent Investing Office, 33 Market Point Drive
Greenville, SC 29607 United States
Hans Blake, CFA, CPA

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…

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April 2020

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

April 3 @ 12:00 pm - 1:00 pm
Zoom Meeting SC United States
Hans Blake, CFA, CPA

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…

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