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

Intelligent Investing Office 33 Market Point Drive, Greenville

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 […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville

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 […]

August 3, 2018- FFN@N (Creative Ways to Charitably Give)

Intelligent Investing Office 33 Market Point Drive, Greenville

Topic August's First Friday Networking at Noon event covered the topic of creative ways to charitably give. Bobby McDonald from the South Carolina Christian Foundation spoke about Donor Advised Funds (DAFs), pooling them into a foundation, and ways to creatively give throughout your lifetime. He talked about the concept of "proactively giving" and how we […]