Garrett Ervin, Author at Business RadioX ® Page

The “End of Life” Stage of Estate Planning

August 26, 2015 by Garrett Ervin

Gwinnett Studio

The "End of Life" Stage of Estate Planning

00:00 /

Adam Gaslowitz, Nikola Djuric, Brandy wright, Craig Frankel — Adam Gaslowitz, Nick Djuric, Brandy Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright and Nick Djuric.

Brandy Wright/Cambridge Wealth Counsel

Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working with senior executives and successful retirees. Having extensive experience designing and implementing complex financial plans for Fortune 500 executives and Executive Retirees, she has a wealth of knowledge and experience. Brandy joined Cambridge Wealth Counsel in 2010 and works primarily in the Atlanta-Northside office.

Brandy holds a Masters in Business Administration in Personal Financial Planning from Georgia State (1999) and is a Certified Divorce Financial Analyst® and a Certified Financial Planner™ professional. She also holds a BA in Finance with a minor in Risk Management from Georgia Southern University (1997). She is a corporate member of NAPFA.

Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, for seven years holding various positions as an analyst, financial planner and eventually as Vice President (2003-2010). Brandy also spent several years as a Trust Officer with SunTrust Bank in their Fortune 500 executive pension group (1997-1999).

Brandy lives in Buckhead, Georgia with her baby girl, Blakely, and two Shih-tzu’s, Bentley and Barnsley. She is a Kappa Delta alumna and is a home liaison for the annual Tour of Kitchens event with the Junior League of Buckhead. While not working, she enjoys movies, music, social and charitable events, Holiday fun, UGA football, any chance to get to the beach, spending time with friends and family and trying to keep up with a very happy and active Blakely!

LinkedIn: https://www.linkedin.com/in/brandykwrightcdfacfp

Nick Djuric/Sutherland

Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Sutherland’s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.

Nick served as an adjunct professor of law at John Marshall Law School and Georgia State University College of Law, introducing future attorneys to wills, trusts, estates and federal gift and estate taxation. Prior to joining Sutherland, Nick was a law clerk for the Honorable Gerald Bard Tjoflat, Chief Judge of the U.S. Court of Appeals for the Eleventh Circuit.

LinkedIn: https://www.linkedin.com/company/sutherland-asbill-&-brennan-llp

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.

If you would like to listen to 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

Dr. Daniel Kaufman, President and CEO of Gwinnett Chamber of Commerce

August 20, 2015 by Garrett Ervin

Gwinnett Business Radio

Dr. Daniel Kaufman, President and CEO of Gwinnett Chamber of Commerce

00:00 /

Broadcasting live at the Gwinnett Chamber Business Expo 2015, Mike Sammond sat down with Dr. Daniel Kaufman, President and CEO of the Gwinnett Chamber of Commerce.

Mike: It’s been a wonderful day. We’ve had so many businesses on the air with us on Business RadioX. They’ve enjoyed coming here to the expo, to the job fair. We do appreciate our partnership with the Gwinnett Chamber, and thank you so much. We look forward to many years together.

Dr. Daniel Kaufman: Yeah, thanks, Mike. What you guys do is great, as the voice of the business community here in Gwinnett. We appreciate it very much. We’re proud to be you partner and your teammate. And I think we look forward to, as the momentum increases, as the economy continues to grow, I think happy days are here again.

Mike: Absolutely. Dr. Daniel Kaufman, live from the Gwinnett Chamber’s Business Expo and Job Fair.

BLUEPRINT FOR SUCCESS: Chuck Douglas with Business Success Training

August 19, 2015 by Garrett Ervin

On the Money

BLUEPRINT FOR SUCCESS: Chuck Douglas with Business Success Training

00:00 /

On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Chuck Douglas about developing a bullet proof blueprint for your success in business and in life.

Chuck Douglas/Business Success Training

Business Success Training is a company that empowers corporations and businesses with entrepreneurs and soloprreneurs to accelerate bottom line revenue by resourcing them with cutting-edge Sales, Leadership, Social Media, Goal Achievement, Time Mastery, Memory , Referral Generation, Lead Generation and Habit Formation Skill Sets which produce immediate and lasting results.

The primary vehicle through which this is accomplished is their Life and Business Changing SUCCESS SUMMIT 2015 that combines all the previously mentioned skill sets with an additional bonus of networking with your local areas top business professionals. This SUCCESS SUMMIT 2015 is being held at the Cobb Galleria on October 21st.

—————————————————————————————————————

“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Daron Tarlton of DHG Healthcare, Chuck Douglas of Business Success Training and Tiffany Kirkland of American Diabetes Association

August 13, 2015 by Garrett Ervin

Gwinnett Business Radio

Daron Tarlton of DHG Healthcare, Chuck Douglas of Business Success Training and Tiffany Kirkland of American Diabetes Association

00:00 / 00:42:15

Mike Sammond, Tiffany Kirkland, Chuck Douglas, Daron Tarlton, Steven Julian

Daron Tarlton/DHG Healthcare

DHG Healthcare is the national healthcare industry practice of Dixon Hughes Goodman LLP. The practice provides a full range of assurance and tax services, and also includes a boutique healthcare consulting business built on four distinctive market-facing service platforms (Strategy, Reimbursement, CFO Advisory and Enterprise Intelligence). DHG Healthcare is sharply focused on the critical business issues facing healthcare organizations in today’s transformative industry environment.

With more than 1,800 people in 12 states, Dixon Hughes Goodman is headquartered in Charlotte, NC and is among the Top 20 largest accounting and advisory firms in the nation. In addition to comprehensive assurance, tax and advisory services, the firm goes to market by major industry focus and serves clients internationally and in all 50 states.

Chuck Douglas/Business Success Training

Business Success Training is a company that empowers corporations and businesses with entrepreneurs and soloprreneurs to accelerate bottom line revenue by resourcing them with cutting edge sales, leadership, social media, goal achievement, time mastery, memory , referral generation, lead generation and habit formation skill sets which produce immediate and lasting results.

The primary vehicle through which this is accomplished is their Life and Business Changing SUCCESS SUMMIT 2015 that combines all of the previously listed skill sets with an additional bonus of networking with your local areas top business professionals.

Tiffany Kirkland/American Diabetes Association

Adults and children in Georgia are increasingly feeling the effects of diabetes as more than 1,000,000 suffer from this deadly disease, 350,000 of whom don’t even know they have it. If present trends continue, it is estimated that one out of every three children, and one in two minority children, face a future with diabetes.

That is why the American Diabetes Association, Atlanta/North Georgia Region office is so committed to educating the public about how to stop diabetes and support those living with this disease. They are here to help and they invite you to join them. You will be helping to confront, fight and stop diabetes.

Rebecca Hurd with Harmonyx and John Andrews with LifeSouth Community Blood Centers

August 6, 2015 by Garrett Ervin

Gwinnett Business Radio

Rebecca Hurd with Harmonyx and John Andrews with LifeSouth Community Blood Centers

00:00 /

Mike Sammond, Rebecca Hurd, John Andrews, Antonio Little-El

Rebecca Hurd/Harmonyx Diagnostics

On a mission to personalize medicine. Harmonyx Diagnostics is an innovative company that is changing the way medication is prescribed in America.

Founded in 2009, Harmonyx believes patients should be empowered to know if their medication will be safe and effective. Patients should also have the power to pay for affordable genetic testing without the hurdles health insurance can cause, and that pharmacists play a key role in giving patients this information by providing Harmonyx tests at their locations.

With the Harmonyx pharmacy partnership, participating pharmacies can provide genetic testing to ensure their patients’ medications are safe and effective.

Harmonyx is a fully automated genotyping system to deliver fast, easy and accurate results to qualified healthcare professionals, helping them determine the appropriate medication and dosing for each patient.

John Andrews/LifeSouth Community Blood Centers

LifeSouth Community Blood Centers is a 501(c)(3) non-profit community blood supplier for more than 100 hospitals in Alabama, Florida and Georgia. They are committed to meeting the blood supply needs of these hospitals by providing the highest quality blood components and services. LifeSouth is a community blood center, meaning the blood supply collected from their donors directly serves the needs of patients in their community. The blood donated there will stay there for local patient transfusions.

Each year, nearly five million Americans need a blood transfusion. To meet that responsibility, they need to collect 266,000 blood donations a year. That’s 728 donors a day. With over 30 donor centers, 44 blood mobiles, and over 2,000 blood drives a month, the LifeSouth team is committed to making sure the blood is there when you or your family member is in need. They are your community blood center.

The blood supply collected from donors directly serves the needs of patients at over 100 medical facilities throughout their footprint. The blood donated will stay in their community for local patient transfusion. Only if the local supply is met will LifeSouth share their blood resources with other communities.

FinTech! Charles Green with Small Business Finance Institute

August 5, 2015 by Garrett Ervin

On the Money

FinTech! Charles Green with Small Business Finance Institute

00:00 /

On the Money - August 5, 2015 — Joe Moss, Charles Green

On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Charles Green with Small Business Finance Institute about alternative funding for businesses.

Charles Green/Small Business Finance Institute

Small Business Finance Institute (SBFI) offers professional development resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. In addition to commercial lender training, they provide current news, insight and statistics about small business lenders serving the business lending sector.

—————————————————————————————————————

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

The Facts of Factoring: Mark Little with Diversified Funding Services

July 29, 2015 by Garrett Ervin

On the Money

The Facts of Factoring: Mark Little with Diversified Funding Services

00:00 /

Get the facts about factoring! On this episode of “On the Money“, host Joe Moss interviews Mark Little with Diversified Funding Services on how factoring can help a small business.

Mark Little/Diversified Funding Services

Factoring is a fast, easy and flexible way to improve your cash flow and generate working capital for your company. Through the power of factoring, you obtain immediate access to cash that is normally tied up for terms of up to 30, 60 or 90 days in your accounts receivable.

Diversified Funding Services was founded in 1998 by Mark Little with the mission to provide businesses the opportunity to obtain critically needed cash flow for their companies with Account Receivables financing, traditionally known as Factoring. To accomplish this mission, Diversified Funding Services carefully selected trustworthy, well-financed, highly qualified funding sources to meet the needs of most business that qualified for this powerful form of finance. Many business owners did not realize this powerful cash flow tool existed. Many bank clients have profitable and growing businesses, however they do not qualify for traditional bank financing, or the constraints are not flexible enough to allow them to grow to their potential.

Diversified Funding Services has now helped clients in very diverse industries receive funding from $10,000 a month to over $1,500,000 a month. Any business that provides a product or service to another business is a candidate for this cash flow tool. From start up to well-established companies, all they need are invoices to creditworthy clients to realize the benefits of partnering with Diversified Funding Services.

—————————————————————————————————————

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

OPEN FOR BUSINESS: Craig Shafer with Beyond LED Technology, Lisa Jeffers with The Oaks of Athens, Vlad Rusz with Sterling Rose Consulting Corp., and Cally DeAngelo with the Gwinnett Chamber of Commerce

July 24, 2015 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Craig Shafer with Beyond LED Technology, Lisa Jeffers with The Oaks of Athens, Vlad Rusz with Sterling Rose Consulting Corp., and Cally DeAngelo with the Gwinnett Chamber of Commerce

00:00 /

Mike Sammond, Lisa Jeffers, Cally D’Angelo, Craig Shafer, Vlad Rusz

Craig Shafer/Beyond LED Technology

Beyond LED Technology is a global leader in cutting LED technology. They specialize in the retail and wholesale distribution of LED displays and lighting for all applications. They offer the most complete line of indoor and outdoor LED message centers and a broad range of residential and commercial LED lighting available at the best prices.

Lisa Jeffers/The Oaks of Athens

The Oaks – Athens is a PruittHealth lifestyle community nestled in pristine surroundings just minutes from downtown Athens, GA that offers the promise of a spacious 43-acre Health Lifestyle Community with luxurious resort-quality accommodations, attentive service and a full continuum of care. Designed for health and well-being at every stage in life, The Oaks will allow residents to age comfortably in beautiful surroundings with access to an active, upscale lifestyle, including a wide array of amenities and activates. Their Independent Living, Assisted living, Skilled Nursing and Rehabilitation Center offers comprehensives services and peace of mind now and in the future.

Vlad Rusz/Sterling Rose Consulting Corp

Sterling Rose Consulting Corp is a Gwinnett County based company that provides business plan creation and review, immigration visa business plans, marketing plan creation and review, accounting, financial analysis, operations, work flow automation (specifically custom CRM solutions), and business consulting. Sterling Rose Consulting Corp’s staff has over 100 years of successful entrepreneurial experience.

Sterling Rose Consulting Corp prides itself on providing quality investor-ready documentation. The company takes it even one step further to make sure the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. The company also provides full loan ready SBA packages.

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 their region’s economy and enrich Gwinnett County’s quality of life.

Teresa Holloway with Sugarloaf Mills, Marques Burnett with The Sports Utility Vehicle, Steve Kendrick and Jennifer Kessler with Subaru of Gwinnett, and Julie Mills-Watson with Body of Health and Life

July 23, 2015 by Garrett Ervin

Gwinnett Business Radio

Teresa Holloway with Sugarloaf Mills, Marques Burnett with The Sports Utility Vehicle, Steve Kendrick and Jennifer Kessler with Subaru of Gwinnett, and Julie Mills-Watson with Body of Health and Life

00:00 /

Mike Sammond, Marques Burnett, Julie Mills-Watson, Teresa Holloway, Jennifer Kessler, Steven Julian

Teresa Holloway/Sugarloaf Mills

Sugarloaf Mills is Atlanta’s largest outlet and value retail shopping destination with more than 180 stores, plus family friendly dining and entertainment all under one roof. Sugarloaf Mills is located at I-85 and Sugarloaf Parkway, just 30 minutes north of downtown Atlanta.

Retailers: Sugarloaf Mills has over 180 incredible outlet and value retail stores including Nike Factory Store, Guess Factory Store, Kenneth Cole Company Store, Adidas Outlet, Skechers USA Outlet, Tommy Hilfiger Company Store, Old Navy Outlet, Gymboree Outlet, LEGO Brand Retail Store, Carter’s Outlet, Crocs, The Children’s Place Outlet, Levi’s Outlet, Journey’s and Eddie Bauer Outlet.

Entertainment: Sugarloaf Mills provides entertainment for the whole family to enjoy throughout the day, including AMC Sugarloaf Mills 18, Goldeagle Airsoft Battlefield, Jumpstreet Indoor Trampoline Park, Lunar Mini Golf and Slingshot Speedway.

Dining: Sugarloaf Mills has a variety of on-site dining options with 12 eateries in the food court and several full-service restaurants including Atlanta’s largest Dave & Buster’s, Medieval Times Dinner & Tournament, Thai Diner & Sushi and a brand new location from Shoney’s.

Marques Burnett/The Sports Utility Vehicle (SUV)

The Sports Utility Vehicle (SUV) specializes in live webcast production, sports marketing, and special projects. It provides players, teams, and events with live coverage while offering measurable opportunities for businesses to connect with their audiences via the world of sports.

Steve Kendrick & Jennifer Kessler/Subaru of Gwinnett

Located in Duluth, Subaru of Gwinnett offers a great selection of new and used Subaru cars. If you’re searching for a new car, browse their inventory of new Subaru Imprezas, BRZ’s, Outbacks, Tribecas, Foresters and Legacys. If you would like to test drive any of these models, come down to 2920 Satellite Blvd. If you’re looking for a pre-owned car, they can help you there as well. Browse their large selection of used Subaru cars as well as vehicles from other top manufacturers to find the right car for you.

At Subaru of Gwinnett, they don’t just sell cars, they provide a complete car buying experience. They provide customers with everything from Subaru repair services, Subaru auto parts sales, to car loan and lease financing. Visit them at 2920 Satellite Blvd and let show you how easy the car buying experience can be at Subaru of Gwinnett.

Julie Mills-Watson/Body of Health and Life

In addition to being the author of “Here’s the Deal about Cancer“, Julie is the founder of Body of Health and Life clinic in Snellville, GA. After personally witnessing the power of whole body integrated healthcare when her husband, Tommy was diagnosed with brain cancer, a passion was sparked in her to share that knowledge and information with others.

Julie’s approach to sharing her knowledge is practical and hands on. She has managed to blend her story and expertise by writing a book and providing therapies in her own clinic. The inspiration of her husband’s energetic quality of life amazed everyone. She realized that by giving the body what it needs such as nutrition, detox, massage, etc. to boost the immune function, you could also improve quality of life. Empowering people with effective ways to help themselves during this fearful and confusing time in their lives is Julie’s mission.

At Julie’s clinic, Body of Health and Life, she and her staff approach the body very different than spa massage. They are licensed and certified in a variety of disciplines in order to assist individuals suffering from cancer, cancer treatments, lymphedema, chronic pain, post-surgery, fatigue, swelling. They assist the body to heal and never force an outcome. The goal is to help you hurt less, heal quicker and have a better quality of life. Body of Health is located at 1780 Oak Road in Snellville.