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Frank LeVett

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 […]

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Estate Administration Procedures: Why Each Step is Important

Hilton Garden Inn 108 Carolina Point Parkway, Greenville, SC

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 […]

$349

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 […]

5 Things You Must Know Before You START Retirement

CityRange Steakhouse Grill 615 Haywood Rd, Greenville, SC

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 […]

$17.50

Hans Blake, CFA, CPA

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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, […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, 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 […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, 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 […]

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

CityRange Steakhouse, Greenville, SC 615 Haywood Rd, Greenville, South Carolina

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 […]

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