April 6, 2018- FFN@N (Professionals’ Retirement Exit Plan- PREP Talk)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic This month's First Friday Networking at Noon event was a condensed version of our Professionals' Retirement Exit Plan (or PREP Talk) we give to the community. Professionals’ Retirement Exit Plan (or PREP Talk) is geared towards professionals in their 50s or 60s who want to have a gameplan as they head towards the retirement […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

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 Planners, who will talk about Medicare enrollment and changes for 2020. Be sure to RSVP below. What is Medicare? Medicare is the traditional fee-for-service program […]

Retirement Madness- How to Avoid Upsets in Retirement

Zoom Virtual Meeting SC, United States

  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 upsets in your retirement. You will not want to miss our first virtual event on March 5, 2021, so be sure to register using the […]

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