Latest Past Events

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 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 […]

September 6, 2019- FFN@N (Social Security Planning)

Intelligent Investing Office 33 Market Point Drive, Greenville

  The Social Security Administration (SSA) indicates that Social Security benefits represent over one-third of income for the elderly--it is important to know when it is optimal to begin payments. Unfortunately, you cannot rely on the SSA to provide the best strategy for you because they don't know your entire financial situation. Do you know […]

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 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 […]

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