Garrett Ervin, Author at Business RadioX ® Page

Retirement Planning for Overworked Business Owners

February 28, 2018 by Garrett Ervin

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

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

Monique Russell with Clear Communication Solutions, Jeff Lovejoy with ActionCOACH, and Christian Gruita with Pixel Metaphors

February 27, 2018 by Garrett Ervin

North Fulton Business Radio

Monique Russell with Clear Communication Solutions, Jeff Lovejoy with ActionCOACH, and Christian Gruita with Pixel Metaphors

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Mike Sammond, Monique Russell, Jeff Lovejoy, Christian Gruita

Monique Russell/Clear Communication Solutions

Clear Communication Solutions is a 100% woman-owned business providing trusted quality communications consultation through professional teaching, training, coaching and live events. Clear Communication Solutions helps leaders improve the lines of communication within teams, improve productivity and apply practical tools to boost the quality of professional and personal relationships.

Jeff Lovejoy/ActionCOACH

Jeff Lovejoy works with local business owners to build the business they desire and deserve. He guides owners to significantly improved and more profitable businesses with a proven and systemized “game plan” for their company. Jeff assists owners in developing their vision for the business; evaluating the strengths and weaknesses of their business; creating a business plan with quantitative goals to take their business to the next level; dramatically increasing profits; building the owner’s leadership skills; and choosing strategies to implement and practical actions to achieve their goals.

He holds owners accountable to ensure that they perform every step necessary to achieve not only the profitability they desire, but to also give them more leisure time.

Christian Gruita/Pixel Metaphors

It’s 2018, so let’s advertise like it’s 2018. Social media is where all the attention is. Let’s not be romantic about what worked yesterday or about the world that’s disappearing. Pixel Metaphors is passionate about marketing. They take the time to understand your needs and they have a deep understanding of the platforms. Pixel Metaphors will ask all the questions about the project, input all the data, make the adjustments necessary and give you the feedback in order to ensure the success of the campaign.

OPEN FOR BUSINESS: Elease Dillard with The Student Navigator and Cally D’Angelo with the Gwinnett Chamber of Commerce

February 24, 2018 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Elease Dillard with The Student Navigator and Cally D'Angelo with the Gwinnett Chamber of Commerce

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Mike Sammond, Elease Dillard, Cally D’Angelo

Elease Dillard/The Student Navigator

Months before her high school graduation, Elease Dillard made the tough decision to deny the opportunity to pursue playing college basketball and solely pursue academics instead. Considering the last-minute decision to not play college basketball, plus having a younger sibling graduating high school in two years, Elease concluded that she would pay for college herself. However, there was one problem. She had no idea how or where to start!

With that goal in mind, Elease developed a plan of action and was able to graduate college debt-free. She graduated college Cum Laude from Georgia Gwinnett College and currently holds a B.S. in Cell Biology with a concentration in Biotechnology. As a freshman and sophomore in college, Elease interned with The Neuroscience Institute at Morehouse School of Medicine. Her junior year, she interned on behalf of The National Institute on Drug Abuse (NIDA) at The University of California San Francisco, where she conducted an independent study.

Experienced at winning scholarships and landing internships, Elease founded The Student Navigator because she wants to help ease the stress and frustration that is commonly associated with paying for a degree and pursuing a career. In addition, she encourages students to maximize their educational experience. Elease hopes her story will inspire others to take action towards living in freedom, passion, and purpose.

Elease is also the bestselling author of Funding College Debt-Free: your Interactive Guide Towards Living a Life of Freedom, Passion, and Purpose.

Cally D’Angelo/Gwinnett Chamber of Commerce

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

TIFFANY KRUMINS SHOW: Mike Haswell & Tyler Haswell from Storing Treasures

February 23, 2018 by Garrett Ervin

Gwinnett Studio

TIFFANY KRUMINS SHOW: Mike Haswell & Tyler Haswell from Storing Treasures

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Steven Julian, Gifford Pace, Seth Gilland, Tiffany Krumins, Mike Haswell, Tyler Haswell

Mike Haswell & Tyler Haswell/Storing Treasures

Storing Treasures mission statement is “Discovering Your Financial Personality Inspires Progress”. This is at the crux behind who they are. Programs on the market today tend to categorize ways to financial health as absolutes. In other words, a system must be followed one specific way for there to be success. Financial Personality allows you to determine your strengths and weaknesses (not to change you!) so you can stick with your plan for life.

STRATEGIC INSIGHTS RADIO: Financial Statements and Small Business (Part 3 of 4)

February 23, 2018 by Garrett Ervin

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Financial Statements and Small Business (Part 3 of 4)

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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.

Steve Kendrick & Rob Young with the Back to School Backpack Program and Arthur Williams with K1 Speed

February 22, 2018 by Garrett Ervin

Gwinnett Business Radio

Steve Kendrick & Rob Young with the Back to School Backpack Program and Arthur Williams with K1 Speed

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Rob Young, Arthur Williams, Steve Kendrick

Rob Young & Steve Kendrick/Back to School Backpack Program

May is not usually the time of year you think about giving generously. But it is the perfect time to consider helping Subaru of Gwinnett and Infiniti of Gwinnett do just that. The Back to School Backpack Program is a non-profit charity that works to provide necessary school supplies and backpacks to children in Gwinnett County who are in need. This is a charity that is near and dear to our hearts.

When Steve K. Kendrick, Executive General Manager of Infiniti of Gwinnett and Subaru of Gwinnett, found out that Gwinnett County would have more than 5,000+ homeless children attending school, he asked his employees if they could all get behind the effort to help provide these children with something that would give them hope, trust and self-esteem for the future. From this, the Back to School Back Pack Program was launched in 2007. Each as the need has grown we have risen to meet the challenge. But we can’t do it alone!

That is where you come in. The 11th Annual Back to School Backpack Program Golf Classic will take place on Wednesday, May 16, 2018 at Bears Best Golf Course in Suwanee.

Arthur Williams/K1 Speed

Founded in 2003, K1 Speed is the premier karting company in America and soon the world. With kart racing centers nationwide and a few centers abroad, K1 Speed brings the thrill and excitement of indoor karting to a large audience. Offering highly-advanced and environmentally-friendly electric go karts as well as large indoor entertainment venues that feature authentic racing memorabilia, pit cafes, meeting rooms and pool tables, K1 Speed is a great place to visit with family and friends or to host a corporate event or party.

Sarah Babrick from the WES Leukemia Research Foundation

February 21, 2018 by Garrett Ervin

Gwinnett Studio

Sarah Babrick from the WES Leukemia Research Foundation

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Sarah Babrick/WES Leukemia Research Foundation

The WES Leukemia Research Foundation is a Gwinnett County birthed non-profit that is seeking the day “When Everyone Survives” by investing in new, innovative and potentially curative leukemia research. They work very hard to keep overhead extremely low so that all funds raised go directly to research. Each spring they have a Medical Advisory Board that reviews the grants submitted to WES from researchers all around the world and they determine the top grant recipients who will receive $50,000 towards their research on July 1st. Even though a cure has not been found yet, WES Leukemia Research Foundation funded research has been extremely successful in development and many new treatment options have been discovered that provide a better quality of life for those going through a battle with leukemia.

Ron Wilder with 1-800 WATER DAMAGE of North Fulton, Jessica Light with JJ Social Light, and Douglas Bochat with Homestead Hospice

February 20, 2018 by Garrett Ervin

North Fulton Business Radio

Ron Wilder with 1-800 WATER DAMAGE of North Fulton, Jessica Light with JJ Social Light, and Douglas Bochat with Homestead Hospice

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John Ray, Ron Wilder, Jessica Light, Douglas Bochat

Ron Wilder/1-800 WATER DAMAGE of North Fulton

At 1-800 WATER DAMAGE, their mission is simple – provide the ultimate customer experience. Each one of their team members is passionate about what they do and it shows in the quality of their work. Their services go beyond water damage restoration to include mold remediation, professional carpet cleaning, fire/smoke restoration, sewage cleanup, and much more.

Jessica Light/JJ Social Light

Jessica Light of JJ Social Light fell into her industry by accident and it turned out to be the right one. Today, it’s impossible to define herself and not take into account her social media obsession. It’s who she is. Working on and managing multiple websites has helped her gain a great wealth of knowledge related to online marketing, search engine optimization (SEO) techniques, social media strategies, website optimization and so on.

She wants to be able to share what she has learned in a way that you can easily understand and put into practice; from building your online business, defining your social media goals, to optimizing and marketing your website. First and foremost, she wants to help fellow entrepreneurs make their first step into the world of online businesses and guide you through.

Douglas Bochat/Homestead Hospice

Homestead Hospice is a premier provider of hospice services headquartered in Atlanta with offices in Georgia, South Carolina, Alabama and Arizona. CEO Mallie Sharafat opened Homestead Hospice in 2006 after experiencing hospice care with a loved one. Mallie wanted a better experience, one that addresses all the needs of terminally ill patients and their families. Homestead Hospice provides coordinated individualized plans of care for over 1100 patients daily, offers counseling and spiritual support for the family, and clinical care for comfort and quality of life. Homestead has over 200 volunteers that support patients and care givers daily. Homestead Hospice is certified by Medicare, Medicaid and in Arizona accredited by The Joint Commission. Please contact Homestead Hospice at 10888 Crabapple Road, Roswell, GA or (678) 966-0077.

SIMON SAYS, LET’S TALK BUSINESS: Brandy Swanson with Smith & Howard

February 16, 2018 by Garrett Ervin

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Brandy Swanson with Smith & Howard

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Brandy Swanson/Smith & Howard

Headquartered in Atlanta, Smith & Howard is a top Atlanta CPA firm providing a wide range of services, including assurance, tax, accounting and advisory services. Their business clients range from start-ups to large, established businesses that operate across the U.S. and internationally. They also have a strong nonprofit client family, including many of Georgia’s most respected organizations. By extension, Smith & Howard also serve the tax, accounting and advisory needs of the owners and executives of businesses. Many of these individuals and families are also clients of Smith & Howard Wealth Management, a wealth management firm serving as the family’s CFO.

Recognized for two consecutive years (2014 and 2015) as the number one firm in the nation by INSIDE Public Accounting and as a Top Accounting Firm to Work For by Accounting Today, they bring a national scope of services with a personal, responsive service approach and a team of smart, dedicated professionals that work with clients year after year.

Smith & Howard’s current clients appreciate their responsiveness, creativity, innovation, expertise, imagination, and an “uncompromising commitment to exceed expectations and contribute to their financial success”.