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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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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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