Garrett Ervin, Author at Business RadioX ® Page

OPEN FOR BUSINESS: Dr. Genie Burnett with Manna Fund, Chris Willis with Willis Mechanical, Stacey Williams with Foster & Witmer, and Sid Theus with American Painting & Renovations

July 25, 2014 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Dr. Genie Burnett with Manna Fund, Chris Willis with Willis Mechanical, Stacey Williams with Foster & Witmer, and Sid Theus with American Painting & Renovations

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Sid Theus, Chris Willis, Genie Burnett, Stacey Williams, Vince DeSilva, Mike Sammond

Dr. Genie Burnett/Manna Fund

Manna Fund has been operational for eight years. Manna Fund is a 501c(3) non-profit organization dedicated to providing hope and financial assistance to individuals who need treatment for eating disorders. Manna Fund provides funds for residential and inpatient eating disorder treatment for individuals lacking insurance coverage or for those with inadequate insurance coverage. Manna Fund grants scholarships to recipients by providing direct payment to partnering eating disorder treatment facilities.

Their mission is to address the epidemic of eating disorders by providing prevention programs, education, research, and financial assistance for treatment to all qualified individuals through well-administered programs.

Chris Willis/Willis Mechanical

Willis Mechanical is a mechanical contractor based in Norcross, GA. They provide a full spectrum of HVAC and refrigeration service to commercial and industrial clients. With innovative offerings such as a 2 hour emergency response time guarantee (that has never been broken), Willis Mechanical is growing fast!

Stacey Williams/Foster & Witmer

Foster & Witmer in an independent insurance agency specializing in the hard to place risk. They have been serving the Atlanta area since 1976. If you have tickets, accidents, credit problems or no prior coverage for your auto, home or business, they can help. Foster & Witmer is “Big Enough to have the Markets and Small Enough to Care”.

Sid Theus/American Painting & Renovations

American Painting & Renovations has grown exponentially in the residential, commercial and multi-family property industries because of quality workmanship, competitive pricing and reliable service to all of their customers. APR is currently licensed in 33 states and has no plans to stop there. The company and the subcontractors perform a host of renovation and construction services across the country, including apartment-to-condo conversions and interior and exterior renovations. American Painting also provides the residential, commercial and multi-family communities with services such as exterior painting, concrete, roofing, stucco, siding, gutter replacement, carpentry, welding and much more.

Tom Mitchell with Autorama Pre-Owned Cars and Lei Gray with Siegel Insurance

July 24, 2014 by Garrett Ervin

Gwinnett Business Radio

Tom Mitchell with Autorama Pre-Owned Cars and Lei Gray with Siegel Insurance

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Steven Julian, Tom Mitchell, Lei Gray, Mike Sammond

Tom Mitchell/Autorama

Autorama Pre Owned Cars has been in business for 17 years I started out with the Pope organization and worked my way up to GM then decided to go on my own. We are a family run business as my Wife works here and my father and my GM has been with me for over 25 years too. We have a A+ rating with the BBB.

Lei Gray/Siegel Insurance

Siegel Insurance is an independent property & casualty agency focused on insuring high value homes and high net worth lifestyles. We represent the top insurance carriers including Chubb, Ace & Travelers among others. As an independent advisor, we make sure that our clients have the right coverage for their unique needs with the best company for their exposures.

John Abel and Kirk Hines with AG Rhodes Health & Rehab, Reggie Jones with DTI and Wendy Bigham with Special Olympics Georgia

July 23, 2014 by Garrett Ervin

Silver Lining in the Cloud

John Abel and Kirk Hines with AG Rhodes Health & Rehab, Reggie Jones with DTI and Wendy Bigham with Special Olympics Georgia

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John Abel, Kirk Hines, Wendy Bingham, Reggie Jones, Nikole Toptas — John Abel, Kirk Hines, Wendy Bigham, Reggie Jones, Nikole Toptas

John Abel & Kirk Hines/AG Rhodes Health & Rehab

A.G. Rhodes Health & Rehab is a not-for-profit organization providing therapy & rehabilitation services, short-term recovery, and long-term care at three Atlanta-area locations. As one of Atlanta’s oldest nonprofits, A.G. Rhodes has set the standard for serving an aging community since 1904. Residents and their families, staff, volunteers and donors all contribute to an impressive reputation of success and commitment to excellence.

A.G. Rhodes constantly researches the latest technologies and trends in the industry, and seeks innovative approaches in providing superior care. Over the past year, the organization has significantly enhanced the services it offers with the addition of horticultural and music therapy programs within its rehabilitation and therapy department. These new programs reflect a commitment to offer the best and most distinctive therapy and programming available.

Reggie Jones/DTI

DTI is the nation’s largest privately held legal process outsourcing company serving law firms and corporations. DTI helps their clients accelerate the changes they must make to remain competitive. DTI is a preeminent leader in the management of mission-critical information and processes. The company manages risk and minimizes costs associated with complex litigation and compliance functions. The company’s extensive managed services, litigation support and eDiscovery experience is unmatched in the industry. To learn more about DTI’s national footprint, flexibility, capacity and world-class project management, visit www.DTIglobal.com.

Wendy Bigham/Special Olympics Georgia

Special Olympics Georgia (SOGA) is the first and still the only organization to offer sports training and competition to children and adults with intellectual disabilities. Special Olympics provides year-round sports training and competition to children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy, and participate in the sharing of gifts, skills and friendship with their families, other Special Olympics athletes and the community. There are 26,702 athletes in Georgia, which is the largest Special Olympics state program in the country. 26 sports are offered – even kayaking and equestrian. Five state games are held.

How Wealthy Families Can Talk With Their Children About Wealth

July 23, 2014 by Garrett Ervin

Gwinnett Studio

How Wealthy Families Can Talk With Their Children About Wealth

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Adam Gaslowitz, Craig Frankel, Donna Trammell, David Dodson, Barry Frankel

When is the best time to talk to children about money and the family’s wealth? How do you pass values to children instead of just money? How does the generation that created the wealth avoid producing a generation without drive and ambition? How can you educate children to become good stewards of the family wealth? If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this episode of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Donna Trammell, Director of Family Wealth Stewardship and Managing Director at Bessemer Trust; Barry Frankel, Partner-In-Charge of the Dispute Resolution Services Group at Habif, Arogeti & Wynne, LLP; and David Dodson, Executive Director and Financial Advisor at Morgan Stanley Wealth Management. The topic of their discussion is “How Wealthy Families Can Talk With Their Children About Wealth.”

Donna Trammell/Bessemer Trust

As a Director of Family Wealth Stewardship and Managing Director at Bessemer Trust, Donna Leads Bessemer’s initiatives with next-generation education, family communication, and governance. She works directly with clients’ families on a range of issues, including tailoring wealth educational programs for individual family members, facilitating family meetings, and helping family members make decisions as a group. Donna shares best practices and practical techniques gleaned from Bessemer’s experience working with multigenerational families. She is a certified 21/64 multi-generational facilitator.

Phone: 212-708-9380
Email: trammell@bessemer.com

Barry Frankel/Habif, Arogeti & Wynne, LLP

As a Partner in Charge of the Forensic Accounting, Litigation Support, and Business Valuation Services practice group of Habif, Arogeti & Wynne, LLP, Barry is a leader of a team that was named Georgia’s Outstanding Forensic Accounting practice for 2013 (and 2012) by The Daily Report. The services provided by his firm include internal investigations, transaction analysis, business valuations, damages calculations, and related matters. His personal experience includes commercial and domestic cases, and he is also an experienced mediator, an arbitrator, and a court-appointed Special Master/Auditor and Receiver. He works out both Atlanta and Sarasota, FL offices.

Phone: 404-898-8211
Email: barry.frankel@hawcpa.com

David Dodson/Morgan Stanley Wealth Management

As a Financial Advisor and Executive Director at Morgan Stanley Wealth Management, David Dodson has been assisting client families and their advisors in devising, planning, and implementing wealth management and transfer strategies for approximately twenty years. Having served as a senior trust and estates specialist, as well as Division Director, with responsibility for the tax attorneys, trust specialists, and insurance specialists within Merrill Lynch’s Wealth Structuring Group from Michigan to Florida, David offers clients valuable perspective on the tools, strategies, and best practices related to the constructive transfer and efficient administration of significant wealth.

Phone: 404-365-3206
Email: david.dodson@ms.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/ partnership disputes; contract disputes; complex commercial disputes; and appeals.

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

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Thank you for your support! Feel free to share this episode with your friends and colleagues.

Financial Fraud and Exploitation

July 18, 2014 by Garrett Ervin

Gwinnett Studio

Financial Fraud and Exploitation

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Victoria Collier, Alicyn, Smiley — Victoria Collier, Alicyn McLeod, Brian Smiley

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Special Guests:

Alicyn McLeod/McLeod Tax & Consulting, LLC

McLeod Tax & Consulting believes that clients should have ready access to an informed, interested, and approachable advisor who educates them so that they can confidently and intelligently make their own decisions.

Brian Smiley/Smiley Bishop & Porter LLP

Smiley Bishop & Porter represents investors who have been the victims of fraud or negligence by stockbrokers or investment advisers.

Pamela Hogan and Sharon Spicer Evans with Georgia Institute of Cosmetology & Esthetics, Bob Bronaugh with Smart Choice Agents Program, and Karen V. Mills with Mills Law Associates

July 18, 2014 by Garrett Ervin

Business Leaders of Today

Pamela Hogan and Sharon Spicer Evans with Georgia Institute of Cosmetology & Esthetics, Bob Bronaugh with Smart Choice Agents Program, and Karen V. Mills with Mills Law Associates

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Tess Turrin, Pamela Hogan, Bob Bronaugh, Karen Mills, Sharon Spicer Evans, Angel Nowlin

Pamela Hogan & Sharon Spicer Evans/Georgia Institute of Cosmetology & Esthetics

The Georgia Institute of Cosmetology & Esthetics, the leading and growing cosmetology and esthetics schools in Metro Atlanta, is pleased to announce plans to rename the prestigious facility during a Grand Re-Opening event on Saturday, July 19, 2014 from 10am – 4pm. Located at 495 Indian Trail Road, Lilburn, GA 30047, the renamed Hogan Institute of Cosmetology & Esthetics (HICE) is offering 50% off all services during the re-opening event. VOD Photography will also be onsite at the re-grand opening event to offer discounted photo sessions, including family or individual photo sessions.

Bob Bronaugh/Smart Choice Agents Program

Smart Choice is a network of over 3,500 independent agents and over 80 insurance carrier partners. They provide independent insurance agents with access to top-rated markets, product training, and sales and marketing support – and they’re the only no-fee program of its kind.

Whether you’re a start-up agent, a former captive agent, or an experienced agent, Smart Choice can give you the support and markets you deserve. They provide service from coast to coast, in over 41 states, with access to personal, commercial, life and health markets, and customized business solutions guaranteed to make you a competitive agency.

Karen V. Mills/Mills Law Associates

Mills Law Associates, LLC. is a woman-owned boutique law firm based in Atlanta, GA. The firm specializes in business and corporate transactional law, contracts law and technology law. Our attorneys provide practical advice on issues related to entity formations, contract terms and conditions, corporate acquisitions and divestitures, equity and debt financing, corporate governance and other general corporate matters. As a thriving entrepreneur, the Managing Member of Mills Law Associates leverages her engineering, legal and entrepreneurial experiences to provide practical insight to help those individuals and entities to achieve significant personal and professional objectives.

Peter Oliver and Shaun Golden with Green4Solutions

July 17, 2014 by Garrett Ervin

Gwinnett Business Radio

Peter Oliver and Shaun Golden with Green4Solutions

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Shaun Golden, Mike Sammond, Peter Oliver, Steven Julian

Peter Oliver and Shaun Golden/Green4Solutions

Green 4 Solutions is the largest Microsoft Dynamic CRM provider in the sports and leisure industry, with support in E Communications, Loyalty& Rewards, and other ways to improve the customer/fan experience. They have over 200+ clients, worldwide, and are looking to grown their presence in the U.S.

Judith Dennis with Roswell Urgent Care Center and Philip Kouns with The Children’s Village at Christian City

July 16, 2014 by Garrett Ervin

Silver Lining in the Cloud

Judith Dennis with Roswell Urgent Care Center and Philip Kouns with The Children's Village at Christian City

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Judith Dennis, Philip Kouns, Dominick Rainey

Judith Dennis/Roswell Urgent Care Center

Roswell Urgent Care Center is an urgent care clinic serving children, adults and seniors with common injuries and illnesses, or other medical requirements. They serve Roswell, Woodstock, East Cobb, Sandy Springs and the surrounding areas. They are committed to delivering quality patient care, convenient hours, prompt service and low costs to their patients. Their board certified physicians and physician assistants are fully prepared to handle your urgent and immediate care needs. They accept most major insurance plans and walk-ins are always welcome.

Philip Kouns/The Children’s Village at Christian City

Christian City is a non-denominational, non-profit organization with a mission to minister to the spiritual, physical, social and psychological needs of families, with particular emphasis on children, the aged and infirm, by providing residential, health and social services according to the principles and teachings of the Christian faith.

For more than 49 years The Children’s Village at Christian City has provided a quality Christ-centered, family-focused, community-based program of care for the many “children of need” coming to them.

The Children’s Village affords a safe and loving haven to children from circumstances that are disturbing to desperate. The reasons they come to them are varied, but each child needs the loving care of adults they can trust, and safety from abuse. Sometimes they lack even the very basics like food and shelter.

Their ministry provides children a stable environment where they learn structure, responsibilities, and live in productive, affirming and safe homes. They seek to meet the child’s needs through four distinct programs: The Children’s Village at Christian City residential program, Project Safe Place, the Transitional Living Program, and the developing ministry to young adults with cognitive challenges and developmental disabilities.

Paying for Long Term Care

July 11, 2014 by Garrett Ervin

Gwinnett Studio

Paying for Long Term Care

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Ryan Florence, Victoria Collier, Eric Burkard

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Special Guests:

Ryan Florence/Kiker Wealth Management

Kiker Wealth Management is a comprehensive Financial Advisory Services Firm that believes the wisdom is in the planning, especially when it comes to preparing for long-term health care needs. Based in Jasper, GA, the Kiker team of advisers have been serving families throughout the Atlanta region for 14 years by helping ensure that these families have the proper tools to deal with their continuing care needs.

Eric Burkard/Burkard Insurance

Eric Burkard is a life insurance agent with Burkard Insurance who specializes in long-term care funding solutions and other risk management products to help protect his clients’ assets, income and families.