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Frank LeVett

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 […]

5 Things You Must Know Before You START Retirement

CityRange Steakhouse Grill 615 Haywood Rd, Greenville, SC

Intelligent Investing will be presenting to the Bob Jones Alumni on November 15th at CityRange Steakhouse. Please RSVP by emailing: alumni@bju.edu. 5 Things You Must Know Before You START Retirement With baby-boomers comprising one of the largest groups of our population, it should come as no surprise that another large group is made up of […]

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Hans Blake, CFA, CPA

February 1, 2019- FFN@N (2019 Market Outlook)

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

Pictures from Event Topic 2018 markets were tough on most investors. The volatility increase at the end of 2018 made investors nervous, and many economists think that volatility is here to stay. On February 1st at our First Friday Networking at Noon event, we reviewed 2018 markets and providing a market outlook for 2019. Hans Blake, […]

Hans Blake, CFA, CPA

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

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

  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 […]

Frank LeVett

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 […]

Hans Blake, CFA, CPA

February 7, 2020- FFN@N (2020 Market Outlook)

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

Topic 2019 markets were generally good for most investors. The upcoming presidential election, the new trade deal with China, and Brexit may increase volatility in 2020.  On February 7th at our First Friday Networking at Noon event, we reviewed 2019 markets and providing a 2020 market outlook. Hans Blake, CFA, CPA provided some key insights […]

Hans Blake, CFA, CPA

What the SECURE Act Means to Me- March 6, 2020

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

Topic The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House in July, was approved by the Senate on Dec.19, 2019, as part of an end-of-year appropriations act and accompanying tax measure, and signed into law on Dec. 20 by President Donald Trump. […]

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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