Latest Past Events

Retirement Madness- How to Avoid Upsets in Retirement

Zoom Virtual Meeting SC

  Topic- Retirement Madness- How to Avoid Upsets in Retirement As we head towards March Madness this year, we thought we'd share our retirement preparation ideas so you can avoid […]

Free

October 4, 2019- FFN@N (Medicare Planning for Retirees)

Intelligent Investing Office 33 Market Point Drive, Greenville

Are you nearing retirement and have healthcare questions or concerns? You won't want to miss our October 4th First Friday Networking at Noon event featuring Frank LeVett, founder of HealthCare […]

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 […]

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