Latest Past Events

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

Intelligent Investing Office 33 Market Point Drive, Greenville

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 […]

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.

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