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, […]

December 1, 2017- FFN@N (Year End Tax Planning Strategies)

Intelligent Investing Office 33 Market Point Drive, Greenville

This month's First Friday Networking at Noon event featured a talk on year-end tax and gift planning for individuals and businesses. Lisa Nason, CPA educated us on some strategies and options to consider before the end of the year. We do not endorse any specific firm or individual. Disclaimer Any tax advice contained in the […]

November 3, 2017- FFN@N (The ABC’s and D’s of Medicare)

Intelligent Investing Office 33 Market Point Drive, Greenville

Pictures from the Event   This month's First Friday Networking at Noon event featured a talk on Medicare Basics. Mike Head educated us on a very general overview of Medicare and what options people have when they become eligible. Since Intelligent Investing is a fee-only fiduciary advisor, we do not sell any products, including insurance. […]

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