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The Probate Process and How to Avoid It

February 27, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
The Probate Process and How to Avoid It
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Victoria Collier and Mike Sammond

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: estate planning, medicaid planning, Mike Sammond, probate, probate attorney, senior salute radio, seniors, special needs planning, VA benefits planning, Victoria Collier

March 2019 is Technology Innovation Month!

February 26, 2019 by Garrett Ervin

Celebrate Technology Innovation Month with CDI in March 2019!

Tagged With: Silver Lining in the Cloud, Technology, technology innovation, technology innovation month

Keith Millner with Coaching Catalyst

February 21, 2019 by Garrett Ervin

ePresence
ePresence
Keith Millner with Coaching Catalyst
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Keith Millner and Mark Galvin

Keith Millner/Coaching Catalyst

Coaching Catalyst is a boutique consulting firm dedicated to facilitating transformation. Their expert team delivers customized coaching, consulting, training and keynote addresses. Coaching Catalyst integrates decades of practical, real-world experience with current theories and research-validated methodologies to produce measurable improvements in your performance. They believe that through coaching, consulting and training every individual and organization has the capacity to perform better, smarter and faster.

Mark Galvin/ePresence

ePresence provides personal branding services for individuals, executives and entrepreneurs. They leverage social media on an individual level since that is where the audience is most engaged. Mark Galvin, CEO and Founder of ePresence, is a personal social media expert with 29 years of business management and hotel industry experience including stops with Marriott, Hyatt, Omni and IHG.

Tagged With: consulting, ePresence, How's Your ePresence?, Keith Millner, Mark Galvin, marketing, Social Media, social media marketing, training

SIMON SAYS, LET’S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

February 21, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
SIMON SAYS, LET'S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList
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Derek Harp, Wes Littlejohn, Al Simon

Wes Littlejohn/Marathon Financial Strategies

Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. For over 14 years he has focused on providing financial planning services to individuals, families and small businesses. Wes believes in a long-term approach and values ongoing, trusting relationships. As a CFP® and CPA, Wes is qualified with the knowledge and capabilities to help clients with their investment and retirement planning needs. With his comprehensive education to handle all aspects of a person’s financial situation, Wes strives to design strategies designed to fit each client’s personal situation. For more info visit marathonfinancialstrategies.com

Derek Harp/The CyberList

The CyberList offers cyber security assessment services, training and a referral service to trusted third parties who can get appropriate cybersecurity work done for business leaders who generally do not have those contacts themselves. When you subscribe to The CyberList, you harness the best in the business who each have decades of experience with large and small companies alike in providing guidance and support in incident response, threat mitigation, penetration testing, business continuity planning, disaster recovery, employee awareness training, enterprise resource planning and more. Founded by Derek Harp, a former US Navy officer, serial entrepreneur of 25 plus years, a trusted leader in the field of cybersecurity and a founder of multiple SMB companies himself, The Cyber List allows you to gain access to balanced counsel and expert insights in all areas of cybersecurity.

Tagged With: cyber awareness, cyber security, cyber security consultant, Derek Harp, disaster recovery, financial planning, investments, Marathon Financial Strategies, penetration testing, retirement planning, Sales, sales training, sandler by simon, Sandler Training, Selling, Simon Says, Simon Says Lets Talk Business, tax strategies, The CyberList, threat mitigation, Wes Littlejohn

Chris Maier with Green Circle Demolition

February 21, 2019 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Chris Maier with Green Circle Demolition
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Mike Sammond, Chris Maier, Steven Julian

Chris Maier/Green Circle Demolition

Green Circle Demolition brings over 50 years of demolition and environmental experience ranging from a single-story home to industrial decommissioning of process equipment and facilities. Green Circle Demolition is here to provide owners and general contractors with a trusted partner and environmentally aware alternative to traditional demolition means and methods.

 

Tagged With: decommission, demolition, eastside medical center, environmentally aware demolition, Green Circle Demolition, Gwinnett Business Radio, Mike Sammond, sonesta gwinnett place atlanta, steven julian, subaru of gwinnett

Kirkland Carden with Duluth City Council and R.J. & LaVerne Cox with Evergreen Investment Realty

February 14, 2019 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Kirkland Carden with Duluth City Council and R.J. & LaVerne Cox with Evergreen Investment Realty
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Kirkland Carden, R.J. Cox, LaVerne Cox, Mike Sammond

Kirkland Carden/Duluth City Council

Kirkland Carden is a current council member for the City of Duluth, GA. Duluth is recognized as a model city for Gwinnett County. It is poised with a perfect blend of small businesses, entrepreneurial enterprise, major corporations, and visionary developers. Its success rate has been obtainable through sound economic efforts, business advocacy and leadership development. The vitality of Duluth is no accident. It is the result of careful planning and great foresight on the part of its business and community leaders. From tangible communication programs to local events that influence and impact the business environment, Duluth embraces a unique, concentrated form of government.

As the second largest city in Gwinnett County, Duluth is noted first in financial stability throughout the State of Georgia. As a result, there are no bond ratings, and the City basks debt free. This, in addition to Duluth’s favorable growth pattern, has earned it the reputation of a suburban oasis, making it a very desirable address, particularly at the start of a new millennium.

Duluth remains a busy hub today, continuing in the vanguard of the Metro area’s great business and residential expansion. Despite phenomenal growth, it has retained its small-town character, where personal camaraderie, spirited by annual holiday and festive events, is savored. Duluth is home to more than 26,688 residents who live, work and play in its 9.8 square-mile community. Its commercial corridor is among Gwinnett County’s busiest. Over 1,750 businesses are located within the City limits.

R.J. & LaVerne Cox/Evergreen Investment Realty

Evergreen Investment Realty is a niche brokerage dedicated to serving as the solutions provider to the acquisition, operation, and disposition of residential to commercial real estate portfolios. Their services are customized for the investors’ specific needs. They provide personalized advisory services to each of their clients. Bottom line: Evergreen Investment Realty helps investors make the right acquisition and operation decisions depending on their specific situation. Evergreen works extensively with wholesalers, builders, and landlords from local to institutional sized investors.

Tagged With: Duluth City Council, eastside medical center, economic development, Evergreen Investment Realty, Kirkland Carden, Laverne Cox, Leadership, Mike Sammond, R.J. Cox, real estate, real estate brokerage, realty, small business, sonesta gwinnett place atlanta, subaru of gwinnett

STRATEGIC INSIGHTS RADIO: Strategic Planning for Small Businesses

February 14, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
STRATEGIC INSIGHTS RADIO: Strategic Planning for Small Businesses
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Mike Sammond and Jennifer Rusz

Jennifer Rusz/Sterling Rose Consulting Corp

Jennifer Rusz has a long career working for both corporations and as an entrepreneur. Rusz began her career, in the 90’s in market intelligence, business operations and management for companies such as Mid America Research/Fact in Focus, Lucent Technologies, Kyocera Wireless, ARS/ Current Analysis and Websense Software Solutions before starting her first company in 2004. She has since been a business consultant and now Founder and CEO of Sterling Rose Consulting Corp. Sterling Rose Consulting Corp is an award-winning full service business consulting firm with three divisions, which include business consulting, marketing consulting and strategic technology consulting. For more information about Jennifer Rusz or Sterling Rose Consulting Corp, visit www.sterlingroseconsultingcorp.com or call (470)202-8659.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

 

Tagged With: small business planning, sterling rose consulting, sterling rose consulting corp, strategic insights, strategic insights radio, strategic planning, strategic plans

Tax Planning Through the Use of Trusts

February 13, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
Tax Planning Through the Use of Trusts
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: elder law, elder law attorny, estat & protection law firm of victoria collier, estate & asset protection law firm, estate planning, estate protection, estate protection attorney, estate protection lawyer, income only trust, income tax, income tax planning, ira beneficiary trust, irrevocable trust, maximizing independence, preserving assets, quality of life, senior citizen legal services, senior salute radio, special needs planning, trusts, Victoria Collier

Ron Keller & Jill Edwards with Wells Fargo

February 13, 2019 by Garrett Ervin

CaseinPoint
Case In Point
Ron Keller & Jill Edwards with Wells Fargo
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Ron Keller, Jill Edwards, Rick Strawn

Ron Keller & Jill Edwards/Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy their customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance through 7,800 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 37 countries and territories to support customers who conduct business in the global economy. With approximately 259,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations.

For your business needs, you can reach Ron Keller, Vice President of Business Development, at ronald.g.keller@wellsfargo.com or (404) 310-0771.

Tagged With: cyber security, financial services, investments, merchant services, mortgages, Paradigm Security, Paradigm Security Services, Rick Strawn, Ron Keller, security, sonesta gwinnett place atlanta, subaru of gwinnett, Wells Fargo, wells fargo business banking

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