Latest Past Events

February 2, 2018- FFN@N (Picking the Perfect Gift)

Intelligent Investing Office 33 Market Point Drive, Greenville

This month's FFN@N event was on the topic of gifts. As spouses, children, and parents we sometimes struggle with getting the perfect gift. Joyce presented the 5 Love Languages and how it applies to giving gifts to our special loved one. Over the years she has received many requests for helping choose that perfect gift, […]

USC Christian Medical and Dental Association Talk

  Hans had the privilege of speaking to the USC Christian Medical and Dental Association (CMDA) for the third time. His talk was entitled, "Broke." He shared ways that will prevent the medical students from going broke once they are in residency and post-schooling.

Russ Crosson Estate Planning Seminar

Upward Star Center

We had the opportunity of attending a seminar by Russ Crosson, Executive Vice Chairman of Ronald Blue Trust. Russ shared some great tips on how to have family conferences with clients, and provided some great resources.