Latest Past Events

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

Intelligent Investing Office 33 Market Point Drive, Greenville

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 […]

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

Intelligent Investing Office 33 Market Point Drive, Greenville

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 […]

Intelligent Investing embellished menu icon