Garrett Ervin, Author at Business RadioX ® Page

Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Garrett Ervin

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Stephanie Taylor with Atlanta Divorce Law Group and Deanna Dickinson with Reich Dental Center

March 27, 2018 by Garrett Ervin

North Fulton Business Radio

Stephanie Taylor with Atlanta Divorce Law Group and Deanna Dickinson with Reich Dental Center

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Stephanie Taylor, John Ray, Deanna Dickinson

Stephanie Taylor/Atlanta Divorce Law Group

Atlanta Divorce Law Group is the home of the Happily Ever After Divorce®. The motto Happily Ever After Divorce signifies their mission to remove the stigma of divorce so people no longer have to feel guilt and shame about making a positive and healthy change in their lives. When you are stuck in a dysfunctional relationship, divorce can be a positive change that can allow a family to restructure to a more functional, happy unit.

Kids will always see mom and dad as family, and divorce can allow families to heal and find a structure that works, rather than remaining stuck in an unhealthy cycle that doesn’t serve anyone, most of all the kids.

Deanna Dickinson/Reich Dental Center

Reich Dental Center has been serving the Smyrna community since 1984 and recently opened a new location in the Roswell area. Reich Dental provides their patients with up-to-date care in a kind and comfortable environment with dedication and constant continuing education and a personal commitment to excellence.

MEMBER SPOTLIGHT: Chris Mixon with Synovus, Chris Sanna & Melissa Martin with Atomic Wash, and Vince DeSilva with the Gwinnett Chamber of Commerce

March 23, 2018 by Garrett Ervin

Gwinnett Studio

MEMBER SPOTLIGHT: Chris Mixon with Synovus, Chris Sanna & Melissa Martin with Atomic Wash, and Vince DeSilva with the Gwinnett Chamber of Commerce

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Vince DeSilva, Chris Mixon, Chris Sanna, Melissa Martin

Chris Mixon/Synovus

Their humble beginnings date back to a Georgia textile mill and a simple act of kindness. One day, a worker’s hard-earned savings spilled from the hem of her dress after it became entangled in factory machinery. Taking notice, an executive offered to secure her money in the company vault and pay her interest – a service soon extended to all workers at the mill. Those deposits marked the beginning of the company that would become Synovus.

From helping businesses across three different centuries to financing modern corporate expansions to cheering for the hometown football team every Friday night, Synovus has always been proud to be part of their community. It’s why they smile when they see their customers in any of the nearly 250 locations across the Southeast – from major cities to the main-street hometowns. “This is where we belong.” Welcome to the bank of here.

Chris Sanna & Melissa Martin/Atomic Wash

For over a decade, Atomic Wash has focused on infusing brands with new energy. Their expertise is creating high-impact brand communications that engage, excite and motivate, because that’s what drives revenue and delivers results. They believe that by producing branding, marketing and sales materials that are disruptive, engaging, meaningful, memorable and authentic, Atomic Wash enables clients to build their brand and grow their business.

Vince DeSilva/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum where business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public service communities come together to advance the region’s economy and enrich Gwinnett’s quality of life.

Russ Tanner with PrimeLending and Sara Dunn with Oconee State Bank

March 22, 2018 by Garrett Ervin

Beyond The Cupola

Russ Tanner with PrimeLending and Sara Dunn with Oconee State Bank

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“Beyond the Cupola” allows invited customers, community, and team members of Oconee State Bank to have an opportunity to share their stories of success and inspiration, and/or how the Remarkable culture of Oconee State Bank has inspired them to mark lives in their own right.

Russ Tanner/PrimeLending

Whether you’re a first time home buyer or you’re well-versed in the process, buying or refinancing a home can be an exciting and rewarding experience with PrimeLending. They take the time to listen and they’ll work with you to find a home loan that fits your needs.

Sara Dunn/Oconee State Bank

In the early 1900s, there were banks in all the small towns of Oconee County… Bishop, Bogart, Eastville, Farmington and Watkinsville. When the Depression came along in 1929, all the banks went broke and Oconee County was without a bank for the next 30 years. Farmers and small merchants had to travel to Athens for their banking needs.

In 1958, a group of community leaders recognized the need for a bank in Oconee County and started a process of getting the necessary approval for a state chartered community bank. In 1959, the FDIC approved a community bank and Oconee State Bank opened its doors for business on February 1, 1960 with 3 employees and a small corner office on Main Street in downtown Watkinsville.

Today, Oconee State Bank has 3 full-service financial centers located in Oconee County, GA as well as a website which serves as an “Internet Branch.” The vision of the founders continues today. Oconee State Bank is proud to provide an unparalleled commitment to personalized service, value-added products, and a deep sense of responsibility to the communities they serve.

Catie Griggs from Atlanta United 2 and Marsha Anderson Bomar from Four Forks and Madcaps

March 22, 2018 by Garrett Ervin

Gwinnett Business Radio

Catie Griggs from Atlanta United 2 and Marsha Anderson Bomar from Four Forks and Madcaps

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Steven Julian, Catie Griggs, Marsha Anderson Bomar, Mike Sammond

Catie Griggs/Atlanta United FC

Atlanta United

Atlanta United played its inaugural season in 2017 with record breaking attendance numbers and became the first expansion team to qualify for MLS Cup Playoffs since 2009. The club’s average attendance was higher than every MLS, NBA, NHL and MLB team in 2017. On March 11, 2018 Atlanta United broke the MLS single-game attendance record for the third time, welcoming 72,035 fans to Mercedes-Benz Stadium. It was the fourth-largest soccer crowd in the world that weekend. Atlanta United and Mercedes-Benz Stadium will host the 2018 MLS All-Star Game on Aug. 1.

Atlanta United 2

In January, 2018 Atlanta United launched its United Soccer League (USL) team ATL UTD 2. The team will play its home matches at Gwinnett County’s Coolray Field. ATL UTD 2 will help bridge the pathway from Academy to First Team, allowing the club to develop younger players in its system. ATL UTD 2 will allow academy players experience at the professional level while also giving First Team players an opportunity to stay match fit and when returning from injury. The ATL UTD 2 roster is a blend of local talent and seasoned pros coached by Scott Donnelly, former assistant coach of the U-18 Men’s National Team.

Marsha Anderson Bomar/Four Forks and Madcaps

Four Forks and Madcaps specialize in offering unique cuisine from four regions in the United States, which is why their name is Four Forks! Their Chef trained with the best and has created a delightful menu with dishes and flavors from here in the South, as well as the Midwest, Northeast, and the West. At Four Forks, you can take a cross-country foodie trip without leaving home. From fried green tomatoes and BBQ shrimp and grits to Scottish Red steelhead and hearty lamb chops and so much more, your taste buds will be pleased every visit and leave you craving more. Check out all of the dishes prepared in their wood-fired oven, including the 2017 Best in Atlanta MacNCheese.

Greg Eldridge with Home Helpers of Alpharetta, Will Nobles with Vector Choice Technology Solutions, and Jon Wittenberg with Minuteman Press Sandy Springs

March 21, 2018 by Garrett Ervin

North Fulton Business Radio

Greg Eldridge with Home Helpers of Alpharetta, Will Nobles with Vector Choice Technology Solutions, and Jon Wittenberg with Minuteman Press Sandy Springs

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John Ray, Will Nobles, Greg Eldridge, Jon Wittenberg

Greg Eldridge/Home Helpers of Alpharetta

Home Helpers of Alpharetta provides award-winning personalized home care that nurtures the youthful spirit in each of their senior clients. Serving communities in the north Atlanta metro area, Home Helpers hires only heart-motivated caregivers and carefully matches them to each client. This thoughtful selection enables each client to achieve and maintain their highest possible level of independence while continuing to live at home. Services can include all client’s personal care needs as well as a large variety of companionship activities. Home Helpers can provide care from six hours a day to live-in or 24/7. For a free consultation, call 770-681-0323.

Will Nobles/Vector Choice Technology Solutions

Vector Choice is a Technology Service Provider designed to fit each customer’s unique needs. Will Nobles, the Founder and CEO, is an expert in the area of helping small to medium business owners dramatically improve employee productivity and lower operating costs. He helps business owners gain incredible peace of mind by eliminating costly, frustrating and time consuming problems that most businesses have with technology. Vector Choice provides outsourced IT services, hosting services, technology project services, and cyber security services.

Jon Wittenberg/Minuteman Press Sandy Springs

Minuteman Press Sandy Springs is a local, full-service, professional design and printing company. Their mission is to make a company’s or person’s image the very best it can be. They do this through offering a wide variety of quality product options and providing a first-rate customer experience. Minuteman Press Sandy Springs stands behind what they sell with a customer satisfaction guarantee. They carefully review artwork and make recommendations for improvement, or if preferred, they provide professional design for their customers. One-stop shopping makes them an excellent resource for not only conventional printing, but also posters, signage and promotional products. Plus, they offer free delivery within six miles. Minuteman Press Sandy Springs loves to have visitors, so come by for a fresh baked cookie, a warm greeting, and see how they make a difference at Minuteman Press Sandy Springs!

Sharon Macaluso with Georgia Small Business Development Center

March 15, 2018 by Garrett Ervin

ePresence

Sharon Macaluso with Georgia Small Business Development Center

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Mark Galvin, Sharon Macaluso, Deborah Dietzler

Sharon Macaluso/Georgia Small Business Development Center

The Georgia Small Business Development Center (SBDC) provides tools, training and resources to help small businesses grow and succeed. Designated as one of Georgia’s top providers of small business assistance, the SBDC has 17 offices ranging from Rome to Valdosta to serve the needs of Georgia’s business community. Since 1977, their network of partners has helped construct a statewide ecosystem to foster the spirit, support, and success of hundreds of thousands of entrepreneurs and innovators.

The Georgia Small Business Development Center, a Public Service and Outreach Extension of The University of Georgia, is funded in part by the U.S. Small Business Administration (SBA). The University of Georgia Small Business Development Center is nationally accredited by the Association of SBDCs.

Deborah Dietzler and 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.

Dr. Deborah Dietzler, CMO and Founding Partner of ePresence, is an expert in the marketing of services. For 23 years, Deborah led higher education teams at Stony Brook, Columbia, UGA and Louisville.

Jeff Richardson with CTR Partners and Deesha Hagwood with Oconee State Bank

March 15, 2018 by Garrett Ervin

Beyond The Cupola

Jeff Richardson with CTR Partners and Deesha Hagwood with Oconee State Bank

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Jeff Richardson/CTR Partners

CTR Partners is an advocate for the Tenant or Buyer in the commercial real estate market. They serve their clients by representing their interests when negotiating lease renewals, new leases, or purchasing office or warehouse space. They improve value by decreasing occupancy costs and time away from business operations, all without incurring any consulting fees for their clients.

Deesha Hagwood/Oconee State Bank

STRATEGIC INSIGHTS RADIO: How Technology Can Help Your Small Business

March 15, 2018 by Garrett Ervin

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: How Technology Can Help Your Small Business

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David Wilkins/Sterling Rose Consulting Corp

Dave Wilkins has over 30 years experience working for companies such as E&Y, Whitridge Associates, PriceWaterhouseCoopers and IBM in business and technology management and consulting. He is currently the Senior Vice President of Sterling Rose Consulting Corp and the Business Unit Manager for the Business Technology Division of Sterling Rose Consulting Corp. Originally from Michigan, he has a BBA and MBA from the University of Michigan, and he has been a resident of Gwinnett County, GA for over 20 years. In his 30 years in business and technology, he has worked with clients in multiple business sectors including finance, manufacturing, energy, healthcare and government, among others.

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.