Garrett Ervin, Author at Business RadioX ® Page

The “Aging” Stage of Estate Planning

July 22, 2015 by Garrett Ervin

Gwinnett Studio

The “Aging” Stage of Estate Planning

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Robert Port, Dr. Mary Gresham, John Montag, Kel Long, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq.

John Montag/Montag Wealth Management

John Montag joined Montag Wealth Management in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.

As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.

LinkedIn: https://www.linkedin.com/company/a.-montag-&-associates

Dr. Mary Gresham/Atlanta Financial Psychology

Dr. Mary Gresham with Atlanta Financial Psychology is a psychologist who has been in practice in Atlanta for 25 years. She has both a traditional clinical practice and a consulting practice in financial psychology. She earned her degrees in psychology from Tulane, Emory and Georgia State Universities. Dr.Gresham has been interested in the psychology of money for many years and has given numerous workshops and presentations across the country on related topics both to mental health professionals and financial professionals. She is particularly interested in the topic of women and money. She is often interviewed by the media, including the WSJ, the NY Times, Money magazine and O magazine.

She is active in and belongs to the Georgia Psychological Association, the American Psychological Association, the Financial Therapy Association, the Financial Planning Association and the Purposeful Planning Institute.

Facebook: http://www.facebook.com/atlantafinancialpsychology

LinkedIn: http://www.linkedin.com/in/doctorgresham

Twitter: http://www.twitter.com/docgresh

Kel Long, III/Hendrick, Rascoe, Zitron & Long, LLP

Kel Long, III, Esq is a partner at Hendrick, Rascoe, Zitron & Long, LLP, an estate planning law firm in Atlanta Georgia. Kel has been practicing law for over 25 years and specializes in the following practice areas:

Estate Planning
Wills, Trusts and Probate
Estate Tax Reduction
Estate Freeze Techniques
Tax Planning
Business Succession and Reorganization
Partnerships/LLCs
Corporate Law
Buy-Sell Arrangements
Charitable Planning
Tax Controversies
Settlement/Special Needs Trusts

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

LinkedIn: https://www.linkedin.com/company/hendrick-rascoe-zitron-&-long-llc

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! (Click on the arrow below “Listen Live” in top right-hand corner of screen)

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

Twitter: https://twitter.com/EstateDispute

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

STRATEGIC INSIGHTS RADIO: Protecting Your Business From Disaster

July 16, 2015 by Garrett Ervin

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Protecting Your Business From Disaster

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Welcome to “Strategic Insights Radio”, presented by Sterling Rose Consulting Corp. This month’s episode discusses ways to protect your business from disaster.

Ellen New/Blackburn-Tabb Insurance Agency

Blackburn-Tabb Insurance Agency is an independent full-service Georgia insurance agency. As your insurance agent, it is their responsibility to provide you the best service and the best coverage at the best possible price. They know you expect the best value without sacrificing personalized service, and that’s what they do at Blackburn-Tabb Insurance Agency. They are a professional agency with a personal feel.

They start by evaluating your specific needs and finding the company that will give you the best insurance value for your dollar. They bring it all together with easy, affordable payment plans to suit your budget. As a client, they provide you with quality customer service, periodic reviews of your insurance coverage’s and premiums, and assistance with reporting claims. They are here for all your insurance needs.

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.

About Sterling Rose Consulting Corp

Sterling Rose Consulting Corp.is a full-service marketing, financial and business consulting firm. They incorporate multi-channel and multi-vertical knowledge and best practices into targeted and actionable online and offline marketing, public relations, advertising, business consulting, business operations, business planning, market research, competitive intelligence, accounting, finance and growth strategies. Sterling Rose has successfully created and launched over 250 marketing plans, 500 investor ready business plans and 1,000 market/competitive research reports. 92% of their business plans have resulted in acquisitions of SBA, Angel, and Series A Factoring, among others.

Facebook – Sterling Rose Consulting Corp

GWINNETT CENTER: Behind the Scenes with the Gwinnett Center’s Joey Dennis

July 15, 2015 by Garrett Ervin

On the Money

GWINNETT CENTER: Behind the Scenes with the Gwinnett Center's Joey Dennis

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Go behind the scenes of the Gwinnett Center! On this episode of “On the Money“, host Joe Moss interviews Joey Dennis, the general manager of the amazing Gwinnett Center complex in Duluth, GA.

Joey Dennis/Gwinnett Center

Gwinnett Center is located on approximately 90 acres in the heart of Gwinnett County at the intersection of Sugarloaf Parkway and Satellite Boulevard off of I-85. The Center consist of five venues: a 13,000 seat Arena, 50,000 square-foot Convention Center, The Tommy P Hughes Grand Ballroom, 700 seat Performing Arts Center, and The Hudgens Art Center. The campus has 5,000 parking spaces and parking is free. The facility hosts approximately 600 events per year averaging 1.25 million guests.

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“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.

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

July 9, 2015 by Garrett Ervin

Gwinnett Business Radio

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

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Mike Sammond, Brian Pierce, Jonathan Holmes, John M. Miles, Steven Julian

Brian Pierce/Catalyst Wealth Management

Catalyst Wealth Management is focused on serving clients in the areas of investment management, alternative tax planning, wealth distribution planning, and legacy planning. They enjoy working with accredited investors who love their families and have a true desire to be successful in all facets of life. By helping clients accumulate, sustain, and ultimately distribute their wealth effectively, it is their hope that they will have a giant impact in this world.

Jonathan Holmes/Mighty 8th Media

Mighty 8th Media is beginning its 10th year as a full-service marketing, communications and interactive agency with the credentials, creativity and a desire to help organizations build a strong brand and grow their company through effective communications strategies. They view each client uniquely and offer marketing solutions that emphasize both traditional and interactive marketing techniques that are targeted to their unique needs. Their team of professionals sets ambitious goals, plans strategies that defy limits, and creates results-oriented campaigns that leave lasting impressions.

The firm’s name was inspired by the 8th Air Force, the largest force of its kind during WWII. Like Mighty 8th, they were formed in our home state of Georgia, delivered great results, and even extended their wings into Europe.

Located north of Atlanta, Mighty 8th Media was founded in 2005 by partners Jonathan Holmes and Bradley Sherwood. At the core of Mighty 8th Media is their dedication to an old-fashioned approach to customer service. They believe in the days when business relationships were often friendships in which the vendor could guide the customer through the decision-making process by fully understanding their needs, desires and financial parameters. By infusing creativity and a diverse mix of media and technology, Mighty 8th is skilled at breathing new life into old concepts.

John Miles/Law Offices of John M. Miles

John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.

THE STORY OF BUSINESS RADIOX: Lee Kantor and Stone Payton

July 8, 2015 by Garrett Ervin

On the Money

THE STORY OF BUSINESS RADIOX: Lee Kantor and Stone Payton

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On this episode of “On the Money“, host Joe Moss interviews the co-founders of Business RadioX.

Stone Payton & Lee Kantor/Business RadioX

Business RadioX interviews dozens of innovative entrepreneurs and successful leaders each week. Its mission is to help local businesses “Get the Word Out” about the important work they’re doing for their market, their community, and their profession. With a pro-business slant and a long-form interview format, guests don’t have to worry about being ambushed or talking in “sound bites.” Guests have enough time to tell their whole story and to share their insights and experience without interruptions. Business RadioX hosts are business professionals interviewing their peers, drilling down on the critical issues, and delivering practical information to an engaged business audience.

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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.

George Franco & Rick Sammons of Redcloud Auctions & Bullseye Auctions, Melissa Hergert and Phillip Thiel of Braincore of Georgia, and Stacy Pruitt of Dave & Buster’s

July 2, 2015 by Garrett Ervin

Gwinnett Business Radio

George Franco & Rick Sammons of Redcloud Auctions & Bullseye Auctions, Melissa Hergert and Phillip Thiel of Braincore of Georgia, and Stacy Pruitt of Dave & Buster's

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George Franco, Mike Sammond, Rick Sammons, Melissa Hergert, Phillip Thiel, Stacy Pruitt, Steven Julian

George Franco & Rick Sammons/Redcloud Auctions & Bullseye Auctions

George Franco is a benefit fundraising auctioneer with Redcloud Auctions that specializes in raising thousands of dollars for non-profit organizations, schools, children shelters and corporations. Redcloud Auctions partners with Bullseye Auctions in real estate and other assets.

Melissa Hergert & Phillip Thiel/Braincore of Georgia

BrainCore of Georgia provides an innovative, fun approach to traditional Neurofeedback therapy. Using patented BrainCore technology, their research-based, easy-to-use system aids clients in resolving symptoms of neurological issues including ADHD, anxiety, insomnia, PTSD and more. BrainCore of Georgia is a leader in providing solutions to reduce symptoms, relieve stress, and increase overall quality of life for people living with neurological issues in the North Atlanta area.

Melissa Hergert is the owner and operator of BrainCore of Georgia. She graduated form Life University in Marietta, where she opened her first BrainCore office in 2013. Six months later she opened a second location in Buford. She is currently enrolled in a Master’s of Science in Licensed Counseling program and is trained and certified in Advanced QEEG and Neurofeedback through BrainCore Therapy, LLC. She is completing her mentorship to fulfill the qualifications to sit for the Board Certification exam for Neurofeedback Therapy.

Stacy Pruitt/Dave & Buster’s

Dave and Buster’s is your one-stop destination for food and family fun. With a fantastic menu, over 40 high-definition TVs and projectors, billiards, over 200 games, and 16 lanes of bowling at their Sugarloaf location, it’s a night of fun for the entire family. Eat ‘N Play Combos are available every day. For the adults, their three bars with the best bartenders is the perfect gathering place for your night out. D&B also offers private banquet rooms with full audio and video capabilities to accommodate all of your corporate and social events.

ATLANTA’S BUSINESS LEADERS: Adam Harrell of Nebo Agency, Doug Hardman of Payscape and Tim Mitchell of HR Outsourcing

July 1, 2015 by Garrett Ervin

Gwinnett Studio

ATLANTA'S BUSINESS LEADERS: Adam Harrell of Nebo Agency, Doug Hardman of Payscape and Tim Mitchell of HR Outsourcing

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Mike Sammond, Adam Harrell, Doug Hardman, Tim Mitchell, Louis Rosas

Adam Harrell/Nebo Agency

Nebo is a human-centered digital agency. They believe that great work comes from understanding the needs, wants and perceptions of your audience. This human-centered approach informs everything they do. With expertise in digital marketing strategy, web design, user experience, SEO, paid media, digital public relations, social media marketing and analytics, Nebo has helped its clients achieve their digital goals.

Doug Hardman/Payscape

Payscape provides financial technology solutions and credit card processing to businesses, both big and startup, with dreams of becoming the best companies in the world.

Tim Mitchell/HR Outsourcing, Inc.

HROI (HR Outsourcing, Inc.) is a PEO (Professional Employer Organization) that provides a bundled solution for payroll, employee benefits, workers comp, and HR services.

SECRETS OF EFFECTIVE NETWORKING: Will Caraway with Chief Networking Executive

July 1, 2015 by Garrett Ervin

On the Money

SECRETS OF EFFECTIVE NETWORKING: Will Caraway with Chief Networking Executive

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I’m not any good at networking. I don’t like it when people come up and try to sell me stuff I don’t need, don’t want, and can’t afford. I’m not getting any referrals from the networking groups I go to. How do I get out of a annoying conversation? When is a good time to go networking?

Those questions and more are answered on this episode of “On the Money“. Host Joe Moss interviews Will Caraway on how to network effectively. He tells you how many people network incorrectly and shares secrets on how to network effectively.

Will Caraway/Chief Networking Executive

Why are people buying from you? Is it because of your company, your service, or your price? No! It’s because of YOU. They are buying you. This is the best-kept secret in the sales industry today. The only exception to this rule is if your product is the only one in the entire world.

Will Caraway with Chief Networking Executive says you are always networking. Every time you talk to a neighbor, an acquaintance, a stranger or even a present client.

What should I say in my elevator pitch? Never, never, never tell them what you do! Instead tell them why you are passionate about what you do. Tell them a story about how your product or service has eliminated a problem for one of your clients and how it will prevent one from happening in the future.

Three components of successful networking. 1.Chemistry 2 Being perceived as the “go to” person or professional in your industry 3. Solve a problem now or prevent one from happening in the future.

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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.

Kim Carswell with Persona Affairs and Artie Jones with City of College Park

June 26, 2015 by Garrett Ervin

Business Leaders of Today

Kim Carswell with Persona Affairs and Artie Jones with City of College Park

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Kim Carswell/Persona Affairs

Atlanta-based businesswoman Kim N. Carswell is the owner of Persona Affairs, a firm that offers personal branding and social media engagement services for professionals and small to mid-size businesses. In 2013 Persona Affairs co-founded the Pink Power MasterMind Conference for Women and continues to partner with Microsoft and the WNBA Atlanta Dream in producing the professional development event for career and business women at Philips Arena. The event holds true to the mission of empowering women’s economic growth through leadership mentorship and entrepreneurship.

Artie Jones/City of College Park

Named one of Atlanta Magazine’s “Best Places To Call Home” in April 2003, the City of College Park has become one of the most exciting communities in the greater metropolitan Atlanta area in which to live. A well-established community with an individuality all its own, College Park is located near the Hartsfield-Jackson Atlanta International Airport, Interstates I-85 and I-285, the CSX Railroad and Metropolitan Atlanta Rapid Transit Authority (MARTA). Residents and visitors alike will find that this revitalized city offers the best of Southern hospitality in its city services, local restaurants, lodging accommodations, parks and recreation, and community events.

College Park has all the benefits of a large city, while preserving the neighborliness of a hometown. Its close proximity to Atlanta provides residents and visitors alike with easy access to colleges and universities, shopping and other places of interest.

Originally known as Manchester and incorporated in 1895, College Park is home to Cox College, Woodward Academy and more than 850 properties listed on the National Register of Historic Places. The town’s avenues and streets take their names from Ivy League colleges and influential College Park residents.